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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 | $90,758 | $154,228-41.2% | $145,433-37.6% | $137,256-33.9% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 15.81% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,685 | $4,804-44.1% | $4,554-41.1% | $4,156-35.4% |
| Participant deferral / active EE | $10,270 | $8,216+25.0% | $7,897+30.0% | $6,407+60.3% |
| Admin fee / account holder | $8,997 | $14,344-37.3% | $13,129-31.5% | $12,270-26.7% |