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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 | $196,972-61.7% | $182,262-58.7% | $198,609-62.1% |
| Participation rate | 62.5% | 85.7%-23.2pp | 84.2%-21.7pp | 82.4%-19.9pp |
| Annual return | 20.20% | 158.27%-138.1pp | 140.60%-120.4pp | 202.70%-182.5pp |
| Employer contribution / active EE | $4,026 | $5,364-24.9% | $5,046-20.2% | $5,055-20.4% |
| Participant deferral / active EE | $10,351 | $8,643+19.8% | $8,276+25.1% | $6,977+48.4% |
| Admin fee / account holder | $4,525 | $18,429-75.4% | $16,712-72.9% | $19,030-76.2% |