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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 | $77,225 | $156,398-50.6% | $147,318-47.6% | $138,895-44.4% |
| Participation rate | 61.9% | 83.8%-21.9pp | 82.1%-20.2pp | 79.9%-18.0pp |
| Annual return | 20.02% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $5,640 | $4,853+16.2% | $4,593+22.8% | $4,194+34.5% |
| Participant deferral / active EE | $9,046 | $8,237+9.8% | $7,906+14.4% | $6,396+41.4% |
| Admin fee / account holder | $9,947 | $14,976-33.6% | $13,708-27.4% | $12,562-20.8% |