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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 | $89,264 | $154,228-42.1% | $145,433-38.6% | $137,256-35.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 15.54% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $2,701 | $4,804-43.8% | $4,554-40.7% | $4,156-35.0% |
| Participant deferral / active EE | $6,767 | $8,216-17.6% | $7,897-14.3% | $6,407+5.6% |
| Admin fee / account holder | $920 | $14,344-93.6% | $13,129-93.0% | $12,270-92.5% |