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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 | $88,685 | $154,228-42.5% | $145,433-39.0% | $137,256-35.4% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 15.09% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,765 | $4,804-42.5% | $4,554-39.3% | $4,156-33.5% |
| Participant deferral / active EE | $7,517 | $8,216-8.5% | $7,897-4.8% | $6,407+17.3% |
| Admin fee / account holder | $352 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |