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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 | $62,169 | $154,228-59.7% | $145,433-57.3% | $137,256-54.7% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 13.73% | 74.59%-60.9pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,603 | $4,804-66.6% | $4,554-64.8% | $4,156-61.4% |
| Participant deferral / active EE | $10,892 | $8,216+32.6% | $7,897+37.9% | $6,407+70.0% |
| Admin fee / account holder | $1,501 | $14,344-89.5% | $13,129-88.6% | $12,270-87.8% |