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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 | $72,099 | $154,228-53.3% | $145,433-50.4% | $137,256-47.5% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 15.27% | 74.59%-59.3pp | 66.58%-51.3pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,333 | $4,804-51.4% | $4,554-48.8% | $4,156-43.9% |
| Participant deferral / active EE | $9,636 | $8,216+17.3% | $7,897+22.0% | $6,407+50.4% |
| Admin fee / account holder | $9,548 | $14,344-33.4% | $13,129-27.3% | $12,270-22.2% |