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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 | $61,808 | $154,228-59.9% | $145,433-57.5% | $137,256-55.0% |
| Participation rate | 58.3% | 83.8%-25.5pp | 82.1%-23.8pp | 80.0%-21.6pp |
| Annual return | 22.72% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $5,132 | $4,804+6.8% | $4,554+12.7% | $4,156+23.5% |
| Participant deferral / active EE | $6,562 | $8,216-20.1% | $7,897-16.9% | $6,407+2.4% |
| Admin fee / account holder | $4,252 | $14,344-70.4% | $13,129-67.6% | $12,270-65.3% |