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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 | $89,751 | $172,111-47.9% | $150,298-40.3% | $137,256-34.6% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 19.99% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,503 | $4,636-46.0% | $4,154-39.8% | $4,156-39.8% |
| Participant deferral / active EE | $6,450 | $6,166+4.6% | $5,453+18.3% | $6,407+0.7% |
| Admin fee / account holder | $2,437 | $16,471-85.2% | $14,116-82.7% | $12,270-80.1% |