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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 | $95,866 | $154,228-37.8% | $145,433-34.1% | $137,256-30.2% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 22.72% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,202 | $4,804-54.2% | $4,554-51.7% | $4,156-47.0% |
| Participant deferral / active EE | $7,972 | $8,216-3.0% | $7,897+0.9% | $6,407+24.4% |
| Admin fee / account holder | $17,247 | $14,344+20.2% | $13,129+31.4% | $12,270+40.6% |