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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 | $80,613 | $185,312-56.5% | $161,489-50.1% | $154,746-47.9% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 19.31% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $2,184 | $4,769-54.2% | $4,268-48.8% | $4,379-50.1% |
| Participant deferral / active EE | $7,166 | $6,350+12.9% | $5,630+27.3% | $6,730+6.5% |
| Admin fee / account holder | $1,943 | $18,654-89.6% | $16,006-87.9% | $14,365-86.5% |