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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 | $95,706 | $201,372-52.5% | $184,260-48.1% | $145,884-34.4% |
| Participation rate | 57.1% | 87.5%-30.3pp | 86.8%-29.7pp | 80.3%-23.2pp |
| Annual return | 24.51% | 29.04%-4.5pp | 28.84%-4.3pp | 551.85%-527.3pp |
| Employer contribution / active EE | $5,579 | $7,024-20.6% | $6,427-13.2% | $4,662+19.7% |
| Participant deferral / active EE | $9,333 | $9,808-4.8% | $9,133+2.2% | $6,690+39.5% |
| Admin fee / account holder | $1,396 | $16,362-91.5% | $13,898-90.0% | $13,392-89.6% |