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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 | $55,042 | $154,228-64.3% | $145,433-62.2% | $137,256-59.9% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 75.78% | 74.59%+1.2pp | 66.58%+9.2pp | 220.34%-144.6pp |
| Employer contribution / active EE | $2,335 | $4,804-51.4% | $4,554-48.7% | $4,156-43.8% |
| Participant deferral / active EE | $9,142 | $8,216+11.3% | $7,897+15.8% | $6,407+42.7% |
| Admin fee / account holder | $890 | $14,344-93.8% | $13,129-93.2% | $12,270-92.8% |