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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 | $80,682 | $172,111-53.1% | $150,298-46.3% | $137,256-41.2% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 22.07% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,589 | $4,636-44.2% | $4,154-37.7% | $4,156-37.7% |
| Participant deferral / active EE | $10,717 | $6,166+73.8% | $5,453+96.6% | $6,407+67.3% |
| Admin fee / account holder | $3,444 | $16,471-79.1% | $14,116-75.6% | $12,270-71.9% |