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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 | $95,330 | $178,174-46.5% | $156,181-39.0% | $137,256-30.5% |
| Participation rate | 54.5% | 82.0%-27.5pp | 78.8%-24.3pp | 80.0%-25.4pp |
| Annual return | 14.66% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,264 | $4,972-54.5% | $4,294-47.3% | $4,156-45.5% |
| Participant deferral / active EE | $6,520 | $6,888-5.3% | $6,132+6.3% | $6,407+1.8% |
| Admin fee / account holder | $2,717 | $17,404-84.4% | $14,586-81.4% | $12,270-77.9% |