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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 | $56,502 | $154,228-63.4% | $145,433-61.1% | $137,256-58.8% |
| Participation rate | 52.9% | 83.8%-30.8pp | 82.1%-29.2pp | 80.0%-27.0pp |
| Annual return | 15.04% | 74.59%-59.6pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,300 | $4,804-31.3% | $4,554-27.5% | $4,156-20.6% |
| Participant deferral / active EE | $7,817 | $8,216-4.9% | $7,897-1.0% | $6,407+22.0% |
| Admin fee / account holder | $14,871 | $14,344+3.7% | $13,129+13.3% | $12,270+21.2% |