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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,620 | $196,972-47.4% | $182,262-43.1% | $198,609-47.8% |
| Participation rate | 64.3% | 85.7%-21.4pp | 84.2%-19.9pp | 82.4%-18.1pp |
| Annual return | 15.25% | 158.27%-143.0pp | 140.60%-125.3pp | 202.70%-187.4pp |
| Employer contribution / active EE | $2,297 | $5,364-57.2% | $5,046-54.5% | $5,055-54.6% |
| Participant deferral / active EE | $6,879 | $8,643-20.4% | $8,276-16.9% | $6,977-1.4% |
| Admin fee / account holder | $2,234 | $18,429-87.9% | $16,712-86.6% | $19,030-88.3% |