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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 | $71,956 | $172,111-58.2% | $150,298-52.1% | $137,256-47.6% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 17.84% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,798 | $4,636-39.7% | $4,154-32.6% | $4,156-32.7% |
| Participant deferral / active EE | $5,472 | $6,166-11.3% | $5,453+0.4% | $6,407-14.6% |
| Admin fee / account holder | $812 | $16,471-95.1% | $14,116-94.2% | $12,270-93.4% |