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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 | $174,379-45.2% | $152,093-37.2% | $138,895-31.2% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 83.52% | 74.86%+8.7pp | 66.36%+17.2pp | 145.39%-61.9pp |
| Employer contribution / active EE | $1,694 | $4,652-63.6% | $4,175-59.4% | $4,194-59.6% |
| Participant deferral / active EE | $6,619 | $6,159+7.5% | $5,451+21.4% | $6,396+3.5% |
| Admin fee / account holder | $1,571 | $16,880-90.7% | $14,497-89.2% | $12,562-87.5% |