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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 | $58,070 | $154,228-62.3% | $145,433-60.1% | $137,256-57.7% |
| Participation rate | 52.4% | 83.8%-31.4pp | 82.1%-29.7pp | 80.0%-27.6pp |
| Annual return | 13.24% | 74.59%-61.3pp | 66.58%-53.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,604 | $4,804-25.0% | $4,554-20.9% | $4,156-13.3% |
| Participant deferral / active EE | $9,333 | $8,216+13.6% | $7,897+18.2% | $6,407+45.7% |
| Admin fee / account holder | $20,653 | $14,344+44.0% | $13,129+57.3% | $12,270+68.3% |