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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 | $111,368 | $185,312-39.9% | $161,489-31.0% | $154,746-28.0% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 20.97% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $1,788 | $4,769-62.5% | $4,268-58.1% | $4,379-59.2% |
| Participant deferral / active EE | $6,681 | $6,350+5.2% | $5,630+18.7% | $6,730-0.7% |
| Admin fee / account holder | $2,621 | $18,654-85.9% | $16,006-83.6% | $14,365-81.8% |