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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 | $121,404 | $172,111-29.5% | $150,298-19.2% | $137,256-11.5% |
| Participation rate | 61.1% | 81.7%-20.6pp | 77.8%-16.6pp | 80.0%-18.8pp |
| Annual return | 19.97% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,567 | $4,636-44.6% | $4,154-38.2% | $4,156-38.2% |
| Participant deferral / active EE | $5,537 | $6,166-10.2% | $5,453+1.6% | $6,407-13.6% |
| Admin fee / account holder | $894 | $16,471-94.6% | $14,116-93.7% | $12,270-92.7% |