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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 | $57,649 | $154,228-62.6% | $145,433-60.4% | $137,256-58.0% |
| Participation rate | 58.8% | 83.8%-25.0pp | 82.1%-23.3pp | 80.0%-21.1pp |
| Annual return | 15.06% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,384 | $4,804-29.6% | $4,554-25.7% | $4,156-18.6% |
| Participant deferral / active EE | $6,772 | $8,216-17.6% | $7,897-14.2% | $6,407+5.7% |
| Admin fee / account holder | $5,381 | $14,344-62.5% | $13,129-59.0% | $12,270-56.1% |