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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 | $55,879 | $223,823-75.0% | $211,142-73.5% | $154,746-63.9% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 12.65% | 50.39%-37.7pp | 46.84%-34.2pp | 172.34%-159.7pp |
| Employer contribution / active EE | $4,135 | $6,787-39.1% | $6,442-35.8% | $4,379-5.6% |
| Participant deferral / active EE | $11,483 | $9,750+17.8% | $9,284+23.7% | $6,730+70.6% |
| Admin fee / account holder | $2,009 | $19,707-89.8% | $19,076-89.5% | $14,365-86.0% |