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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 | $154,228-32.8% | $145,433-28.8% | $137,256-24.5% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 15.25% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,297 | $4,804-52.2% | $4,554-49.6% | $4,156-44.7% |
| Participant deferral / active EE | $6,879 | $8,216-16.3% | $7,897-12.9% | $6,407+7.4% |
| Admin fee / account holder | $2,234 | $14,344-84.4% | $13,129-83.0% | $12,270-81.8% |