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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 | $58,513 | $156,398-62.6% | $147,318-60.3% | $138,895-57.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 20.98% | 78.75%-57.8pp | 70.43%-49.5pp | 145.39%-124.4pp |
| Employer contribution / active EE | $4,520 | $4,853-6.9% | $4,593-1.6% | $4,194+7.8% |
| Participant deferral / active EE | $10,496 | $8,237+27.4% | $7,906+32.7% | $6,396+64.1% |
| Admin fee / account holder | $21,501 | $14,976+43.6% | $13,708+56.9% | $12,562+71.2% |