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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 | $75,927 | $154,228-50.8% | $145,433-47.8% | $137,256-44.7% |
| Participation rate | 56.3% | 83.8%-27.5pp | 82.1%-25.9pp | 80.0%-23.7pp |
| Annual return | 17.59% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,509 | $4,804+35.5% | $4,554+42.9% | $4,156+56.6% |
| Participant deferral / active EE | $10,312 | $8,216+25.5% | $7,897+30.6% | $6,407+61.0% |
| Admin fee / account holder | $8,708 | $14,344-39.3% | $13,129-33.7% | $12,270-29.0% |