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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 | $73,579 | $154,228-52.3% | $145,433-49.4% | $137,256-46.4% |
| Participation rate | 65.0% | 83.8%-18.8pp | 82.1%-17.1pp | 80.0%-15.0pp |
| Annual return | 16.51% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,553 | $4,804-5.2% | $4,5540% | $4,156+9.6% |
| Participant deferral / active EE | $9,049 | $8,216+10.1% | $7,897+14.6% | $6,407+41.2% |
| Admin fee / account holder | $7,082 | $14,344-50.6% | $13,129-46.1% | $12,270-42.3% |