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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 | $77,147 | $174,379-55.8% | $152,093-49.3% | $138,895-44.5% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.68% | 74.86%-57.2pp | 66.36%-48.7pp | 145.39%-127.7pp |
| Employer contribution / active EE | $2,057 | $4,652-55.8% | $4,175-50.7% | $4,194-51.0% |
| Participant deferral / active EE | $7,196 | $6,159+16.8% | $5,451+32.0% | $6,396+12.5% |
| Admin fee / account holder | $766 | $16,880-95.5% | $14,497-94.7% | $12,562-93.9% |