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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 | $45,744 | $93,589-51.1% | $135,942-66.4% | $75,181-39.2% |
| Participation rate | 68.1% | 75.2%-7.1pp | 81.9%-13.8pp | 67.2%+0.9pp |
| Annual return | 32.57% | 30.90%+1.7pp | 68.28%-35.7pp | 160.69%-128.1pp |
| Employer contribution / active EE | $4,011 | $3,537+13.4% | $4,858-17.4% | $2,671+50.2% |
| Participant deferral / active EE | $9,658 | $6,405+50.8% | $7,759+24.5% | $4,126+134.1% |
| Admin fee / account holder | $3,547 | $6,977-49.2% | $10,764-67.0% | $5,650-37.2% |