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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 | $84,485 | $178,174-52.6% | $156,181-45.9% | $137,256-38.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 20.72% | 84.19%-63.5pp | 64.87%-44.2pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,454 | $4,972-10.4% | $4,294+3.7% | $4,156+7.2% |
| Participant deferral / active EE | $5,357 | $6,888-22.2% | $6,132-12.6% | $6,407-16.4% |
| Admin fee / account holder | $336 | $17,404-98.1% | $14,586-97.7% | $12,270-97.3% |