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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 | $58,588 | $178,174-67.1% | $156,181-62.5% | $137,256-57.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 11.90% | 84.19%-72.3pp | 64.87%-53.0pp | 220.34%-208.4pp |
| Employer contribution / active EE | $3,250 | $4,972-34.6% | $4,294-24.3% | $4,156-21.8% |
| Participant deferral / active EE | $12,445 | $6,888+80.7% | $6,132+102.9% | $6,407+94.2% |
| Admin fee / account holder | $1,725 | $17,404-90.1% | $14,586-88.2% | $12,270-85.9% |