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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 | $61,192 | $162,136-62.3% | $152,301-59.8% | $154,746-60.5% |
| Participation rate | 64.7% | 84.1%-19.4pp | 82.4%-17.7pp | 80.7%-16.0pp |
| Annual return | 17.25% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $2,431 | $4,890-50.3% | $4,624-47.4% | $4,379-44.5% |
| Participant deferral / active EE | $5,484 | $8,341-34.2% | $8,004-31.5% | $6,730-18.5% |
| Admin fee / account holder | $8,977 | $15,759-43.0% | $14,398-37.6% | $14,365-37.5% |