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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 | $89,420 | $172,111-48.0% | $150,298-40.5% | $137,256-34.9% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 26.05% | 69.37%-43.3pp | 62.79%-36.7pp | 220.34%-194.3pp |
| Employer contribution / active EE | $6,720 | $4,636+44.9% | $4,154+61.8% | $4,156+61.7% |
| Participant deferral / active EE | $3,894 | $6,166-36.9% | $5,453-28.6% | $6,407-39.2% |
| Admin fee / account holder | $1,129 | $16,471-93.1% | $14,116-92.0% | $12,270-90.8% |