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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 | $68,825 | $154,228-55.4% | $145,433-52.7% | $137,256-49.9% |
| Participation rate | 56.5% | 83.8%-27.3pp | 82.1%-25.6pp | 80.0%-23.4pp |
| Annual return | 19.91% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,899 | $4,804-18.8% | $4,554-14.4% | $4,156-6.2% |
| Participant deferral / active EE | $6,328 | $8,216-23.0% | $7,897-19.9% | $6,407-1.2% |
| Admin fee / account holder | $1,096 | $14,344-92.4% | $13,129-91.7% | $12,270-91.1% |