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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 | $37,371 | $154,228-75.8% | $145,433-74.3% | $137,256-72.8% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 38.26% | 74.59%-36.3pp | 66.58%-28.3pp | 220.34%-182.1pp |
| Employer contribution / active EE | $2,578 | $4,804-46.3% | $4,554-43.4% | $4,156-38.0% |
| Participant deferral / active EE | $7,275 | $8,216-11.5% | $7,897-7.9% | $6,407+13.5% |
| Admin fee / account holder | $702 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |