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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 | $110,612 | $172,111-35.7% | $150,298-26.4% | $137,256-19.4% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 22.56% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.8pp |
| Employer contribution / active EE | $2,001 | $4,636-56.8% | $4,154-51.8% | $4,156-51.8% |
| Participant deferral / active EE | $10,654 | $6,166+72.8% | $5,453+95.4% | $6,407+66.3% |
| Admin fee / account holder | $663 | $16,471-96.0% | $14,116-95.3% | $12,270-94.6% |