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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 | $75,345 | $162,136-53.5% | $152,301-50.5% | $154,746-51.3% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 20.20% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $4,026 | $4,890-17.7% | $4,624-12.9% | $4,379-8.1% |
| Participant deferral / active EE | $10,351 | $8,341+24.1% | $8,004+29.3% | $6,730+53.8% |
| Admin fee / account holder | $4,525 | $15,759-71.3% | $14,398-68.6% | $14,365-68.5% |