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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 | $103,278 | $172,111-40.0% | $150,298-31.3% | $137,256-24.8% |
| Participation rate | 54.5% | 81.7%-27.2pp | 77.8%-23.2pp | 80.0%-25.4pp |
| Annual return | 17.27% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,687 | $4,636-42.1% | $4,154-35.3% | $4,156-35.4% |
| Participant deferral / active EE | $6,469 | $6,166+4.9% | $5,453+18.6% | $6,407+1.0% |
| Admin fee / account holder | $2,148 | $16,471-87.0% | $14,116-84.8% | $12,270-82.5% |