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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 | $42,340 | $154,228-72.5% | $145,433-70.9% | $137,256-69.2% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 13.64% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,511 | $4,804-26.9% | $4,554-22.9% | $4,156-15.5% |
| Participant deferral / active EE | $9,225 | $8,216+12.3% | $7,897+16.8% | $6,407+44.0% |
| Admin fee / account holder | $7,655 | $14,344-46.6% | $13,129-41.7% | $12,270-37.6% |