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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 | $62,908 | $154,228-59.2% | $145,433-56.7% | $137,256-54.2% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 16.99% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,944 | $4,804-17.9% | $4,554-13.4% | $4,156-5.1% |
| Participant deferral / active EE | $10,566 | $8,216+28.6% | $7,897+33.8% | $6,407+64.9% |
| Admin fee / account holder | $13,045 | $14,344-9.1% | $13,129-0.6% | $12,270+6.3% |