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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 | $80,616 | $154,228-47.7% | $145,433-44.6% | $137,256-41.3% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 16.82% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $2,308 | $4,804-52.0% | $4,554-49.3% | $4,156-44.5% |
| Participant deferral / active EE | $6,150 | $8,216-25.2% | $7,897-22.1% | $6,407-4.0% |
| Admin fee / account holder | $742 | $14,344-94.8% | $13,129-94.4% | $12,270-94.0% |