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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 | $86,838 | $162,136-46.4% | $152,301-43.0% | $154,746-43.9% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 19.65% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.7pp |
| Employer contribution / active EE | $2,666 | $4,890-45.5% | $4,624-42.4% | $4,379-39.1% |
| Participant deferral / active EE | $8,332 | $8,341-0.1% | $8,004+4.1% | $6,730+23.8% |
| Admin fee / account holder | $975 | $15,759-93.8% | $14,398-93.2% | $14,365-93.2% |