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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 | $102,540 | $181,896-43.6% | $156,551-34.5% | $273,972-62.6% |
| Participation rate | 66.7% | 88.4%-21.7pp | 84.0%-17.3pp | 83.0%-16.3pp |
| Annual return | 77.72% | 30.74%+47.0pp | 32.23%+45.5pp | 41.46%+36.3pp |
| Employer contribution / active EE | $2,133 | $6,248-65.9% | $5,501-61.2% | $4,869-56.2% |
| Participant deferral / active EE | $7,619 | $5,550+37.3% | $4,871+56.4% | $5,287+44.1% |
| Admin fee / account holder | $1,581 | $15,560-89.8% | $13,028-87.9% | $10,133-84.4% |