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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 | $111,919 | $172,111-35.0% | $150,298-25.5% | $137,256-18.5% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 11.96% | 69.37%-57.4pp | 62.79%-50.8pp | 220.34%-208.4pp |
| Employer contribution / active EE | $2,263 | $4,636-51.2% | $4,154-45.5% | $4,156-45.6% |
| Participant deferral / active EE | $10,522 | $6,166+70.7% | $5,453+93.0% | $6,407+64.2% |
| Admin fee / account holder | $792 | $16,471-95.2% | $14,116-94.4% | $12,270-93.5% |