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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 | $58,434 | $178,174-67.2% | $156,181-62.6% | $137,256-57.4% |
| Participation rate | 61.1% | 82.0%-20.9pp | 78.8%-17.7pp | 80.0%-18.8pp |
| Annual return | 15.77% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,316 | $4,972-53.4% | $4,294-46.1% | $4,156-44.3% |
| Participant deferral / active EE | $6,163 | $6,888-10.5% | $6,132+0.5% | $6,407-3.8% |
| Admin fee / account holder | $714 | $17,404-95.9% | $14,586-95.1% | $12,270-94.2% |