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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 | $78,454 | $156,398-49.8% | $147,318-46.7% | $138,895-43.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 17.16% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $4,887 | $4,853+0.7% | $4,593+6.4% | $4,194+16.5% |
| Participant deferral / active EE | $13,086 | $8,237+58.9% | $7,906+65.5% | $6,396+104.6% |
| Admin fee / account holder | $15,372 | $14,976+2.6% | $13,708+12.1% | $12,562+22.4% |