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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 | $82,968 | $239,571-65.4% | $183,328-54.7% | $137,256-39.6% |
| Participation rate | 57.1% | 82.4%-25.3pp | 77.3%-20.2pp | 80.0%-22.8pp |
| Annual return | 14.31% | 35.69%-21.4pp | 29.67%-15.4pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,752 | $6,148-55.2% | $5,055-45.6% | $4,156-33.8% |
| Participant deferral / active EE | $9,249 | $7,995+15.7% | $6,795+36.1% | $6,407+44.4% |
| Admin fee / account holder | $32,128 | $30,059+6.9% | $21,427+49.9% | $12,270+161.8% |