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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 | $185,312-49.6% | $161,489-42.1% | $154,746-39.6% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 18.57% | 103.84%-85.3pp | 89.72%-71.2pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,662 | $4,769-65.1% | $4,268-61.1% | $4,379-62.0% |
| Participant deferral / active EE | $7,082 | $6,350+11.5% | $5,630+25.8% | $6,730+5.2% |
| Admin fee / account holder | $6,501 | $18,654-65.2% | $16,006-59.4% | $14,365-54.7% |