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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 | $42,066 | $185,312-77.3% | $161,489-74.0% | $154,746-72.8% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 13.87% | 103.84%-90.0pp | 89.72%-75.8pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,356 | $4,769-50.6% | $4,268-44.8% | $4,379-46.2% |
| Participant deferral / active EE | $6,982 | $6,350+10.0% | $5,630+24.0% | $6,730+3.7% |
| Admin fee / account holder | $5,598 | $18,654-70.0% | $16,006-65.0% | $14,365-61.0% |