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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 | $109,774 | $154,228-28.8% | $145,433-24.5% | $137,256-20.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 22.63% | 74.59%-52.0pp | 66.58%-43.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $2,024 | $4,804-57.9% | $4,554-55.6% | $4,156-51.3% |
| Participant deferral / active EE | $5,834 | $8,216-29.0% | $7,897-26.1% | $6,407-8.9% |
| Admin fee / account holder | $1,031 | $14,344-92.8% | $13,129-92.1% | $12,270-91.6% |