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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 | $78,072 | $178,174-56.2% | $156,181-50.0% | $137,256-43.1% |
| Participation rate | 63.6% | 82.0%-18.4pp | 78.8%-15.2pp | 80.0%-16.3pp |
| Annual return | 35.01% | 84.19%-49.2pp | 64.87%-29.9pp | 220.34%-185.3pp |
| Employer contribution / active EE | $3,677 | $4,972-26.1% | $4,294-14.4% | $4,156-11.5% |
| Participant deferral / active EE | $8,586 | $6,888+24.7% | $6,132+40.0% | $6,407+34.0% |
| Admin fee / account holder | $22,453 | $17,404+29.0% | $14,586+53.9% | $12,270+83.0% |