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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 | $95,575 | $172,111-44.5% | $150,298-36.4% | $137,256-30.4% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 83.52% | 69.37%+14.1pp | 62.79%+20.7pp | 220.34%-136.8pp |
| Employer contribution / active EE | $1,694 | $4,636-63.5% | $4,154-59.2% | $4,156-59.2% |
| Participant deferral / active EE | $6,619 | $6,166+7.3% | $5,453+21.4% | $6,407+3.3% |
| Admin fee / account holder | $1,571 | $16,471-90.5% | $14,116-88.9% | $12,270-87.2% |