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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 | $56,649 | $154,228-63.3% | $145,433-61.0% | $137,256-58.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 31.40% | 74.59%-43.2pp | 66.58%-35.2pp | 220.34%-188.9pp |
| Employer contribution / active EE | $3,773 | $4,804-21.5% | $4,554-17.2% | $4,156-9.2% |
| Participant deferral / active EE | $8,207 | $8,216-0.1% | $7,897+3.9% | $6,407+28.1% |
| Admin fee / account holder | $361 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |