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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 | $87,651 | $227,399-61.5% | $189,758-53.8% | $198,609-55.9% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 19.36% | 61.03%-41.7pp | 52.62%-33.3pp | 202.70%-183.3pp |
| Employer contribution / active EE | $2,502 | $5,526-54.7% | $4,767-47.5% | $5,055-50.5% |
| Participant deferral / active EE | $5,959 | $6,837-12.8% | $5,856+1.8% | $6,977-14.6% |
| Admin fee / account holder | $773 | $25,162-96.9% | $20,388-96.2% | $19,030-95.9% |