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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 | $87,694 | $183,516-52.2% | $155,534-43.6% | $145,884-39.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 17.57% | 61.43%-43.9pp | 64.92%-47.3pp | 551.85%-534.3pp |
| Employer contribution / active EE | $2,484 | $5,315-53.3% | $4,675-46.9% | $4,662-46.7% |
| Participant deferral / active EE | $6,196 | $6,467-4.2% | $5,630+10.1% | $6,690-7.4% |
| Admin fee / account holder | $1,946 | $19,293-89.9% | $15,900-87.8% | $13,392-85.5% |