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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 | $90,900 | $223,823-59.4% | $211,142-56.9% | $154,746-41.3% |
| Participation rate | 62.5% | 87.9%-25.4pp | 87.3%-24.8pp | 80.7%-18.2pp |
| Annual return | 20.06% | 50.39%-30.3pp | 46.84%-26.8pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,937 | $6,787-56.7% | $6,442-54.4% | $4,379-32.9% |
| Participant deferral / active EE | $5,645 | $9,750-42.1% | $9,284-39.2% | $6,730-16.1% |
| Admin fee / account holder | $9,852 | $19,707-50.0% | $19,076-48.4% | $14,365-31.4% |