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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 | $85,258 | $155,555-45.2% | $146,866-41.9% | $155,188-45.1% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 12.95% | 115.41%-102.5pp | 102.85%-89.9pp | 148.84%-135.9pp |
| Employer contribution / active EE | $2,584 | $4,647-44.4% | $4,425-41.6% | $4,248-39.2% |
| Participant deferral / active EE | $9,065 | $8,044+12.7% | $7,759+16.8% | $6,531+38.8% |
| Admin fee / account holder | $17,233 | $14,755+16.8% | $13,620+26.5% | $14,480+19.0% |