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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 | $97,685 | $162,136-39.8% | $152,301-35.9% | $154,746-36.9% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 15.78% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,638 | $4,890-66.5% | $4,624-64.6% | $4,379-62.6% |
| Participant deferral / active EE | $6,014 | $8,341-27.9% | $8,004-24.9% | $6,730-10.6% |
| Admin fee / account holder | $12,182 | $15,759-22.7% | $14,398-15.4% | $14,365-15.2% |