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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 | $80,547 | $172,111-53.2% | $150,298-46.4% | $137,256-41.3% |
| Participation rate | 59.1% | 81.7%-22.6pp | 77.8%-18.7pp | 80.0%-20.9pp |
| Annual return | 19.95% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,234 | $4,636-30.2% | $4,154-22.1% | $4,156-22.2% |
| Participant deferral / active EE | $3,783 | $6,166-38.6% | $5,453-30.6% | $6,407-41.0% |
| Admin fee / account holder | $387 | $16,471-97.7% | $14,116-97.3% | $12,270-96.8% |