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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 | $93,451 | $172,111-45.7% | $150,298-37.8% | $137,256-31.9% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 18.57% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,662 | $4,636-64.1% | $4,154-60.0% | $4,156-60.0% |
| Participant deferral / active EE | $7,082 | $6,166+14.9% | $5,453+29.9% | $6,407+10.5% |
| Admin fee / account holder | $6,501 | $16,471-60.5% | $14,116-53.9% | $12,270-47.0% |