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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 | $88,580 | $178,174-50.3% | $156,181-43.3% | $137,256-35.5% |
| Participation rate | 55.6% | 82.0%-26.5pp | 78.8%-23.3pp | 80.0%-24.4pp |
| Annual return | 17.81% | 84.19%-66.4pp | 64.87%-47.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,376 | $4,972-12.0% | $4,294+1.9% | $4,156+5.3% |
| Participant deferral / active EE | $7,325 | $6,888+6.4% | $6,132+19.5% | $6,407+14.3% |
| Admin fee / account holder | $483 | $17,404-97.2% | $14,586-96.7% | $12,270-96.1% |