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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 | $62,767 | $172,111-63.5% | $150,298-58.2% | $137,256-54.3% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 19.54% | 69.37%-49.8pp | 62.79%-43.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,356 | $4,636-49.2% | $4,154-43.3% | $4,156-43.3% |
| Participant deferral / active EE | $8,674 | $6,166+40.7% | $5,453+59.1% | $6,407+35.4% |
| Admin fee / account holder | $328 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |