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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 | $88,919 | $154,228-42.3% | $145,433-38.9% | $137,256-35.2% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 16.09% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,204 | $4,804-54.1% | $4,554-51.6% | $4,156-47.0% |
| Participant deferral / active EE | $13,857 | $8,216+68.6% | $7,897+75.5% | $6,407+116.3% |
| Admin fee / account holder | $23,174 | $14,344+61.6% | $13,129+76.5% | $12,270+88.9% |