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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 | $155,555-45.5% | $146,866-42.3% | $155,188-45.4% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.5%-49.2pp | 80.8%-47.5pp |
| Annual return | 45.94% | 115.41%-69.5pp | 102.85%-56.9pp | 148.84%-102.9pp |
| Employer contribution / active EE | $1,635 | $4,647-64.8% | $4,425-63.1% | $4,248-61.5% |
| Participant deferral / active EE | $9,498 | $8,044+18.1% | $7,759+22.4% | $6,531+45.4% |
| Admin fee / account holder | $1,921 | $14,755-87.0% | $13,620-85.9% | $14,480-86.7% |