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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 | $154,228-51.1% | $145,433-48.2% | $137,256-45.1% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 20.20% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $4,026 | $4,804-16.2% | $4,554-11.6% | $4,156-3.1% |
| Participant deferral / active EE | $10,351 | $8,216+26.0% | $7,897+31.1% | $6,407+61.6% |
| Admin fee / account holder | $4,525 | $14,344-68.5% | $13,129-65.5% | $12,270-63.1% |