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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 | $84,706 | $154,228-45.1% | $145,433-41.8% | $137,256-38.3% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 45.94% | 74.59%-28.6pp | 66.58%-20.6pp | 220.34%-174.4pp |
| Employer contribution / active EE | $1,635 | $4,804-66.0% | $4,554-64.1% | $4,156-60.7% |
| Participant deferral / active EE | $9,498 | $8,216+15.6% | $7,897+20.3% | $6,407+48.2% |
| Admin fee / account holder | $1,921 | $14,344-86.6% | $13,129-85.4% | $12,270-84.3% |