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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 | $96,890 | $174,379-44.4% | $152,093-36.3% | $138,895-30.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 22.76% | 74.86%-52.1pp | 66.36%-43.6pp | 145.39%-122.6pp |
| Employer contribution / active EE | $1,901 | $4,652-59.1% | $4,175-54.5% | $4,194-54.7% |
| Participant deferral / active EE | $6,632 | $6,159+7.7% | $5,451+21.7% | $6,396+3.7% |
| Admin fee / account holder | $367 | $16,880-97.8% | $14,497-97.5% | $12,562-97.1% |