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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 | $90,817 | $185,312-51.0% | $161,489-43.8% | $154,746-41.3% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.7%-23.1pp | 80.7%-25.1pp |
| Annual return | 19.54% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,985 | $4,769-58.4% | $4,268-53.5% | $4,379-54.7% |
| Participant deferral / active EE | $7,121 | $6,350+12.1% | $5,630+26.5% | $6,730+5.8% |
| Admin fee / account holder | $913 | $18,654-95.1% | $16,006-94.3% | $14,365-93.6% |