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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 | $58,162 | $162,136-64.1% | $152,301-61.8% | $154,746-62.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.07% | 91.02%-78.0pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $3,371 | $4,890-31.1% | $4,624-27.1% | $4,379-23.0% |
| Participant deferral / active EE | $13,661 | $8,341+63.8% | $8,004+70.7% | $6,730+103.0% |
| Admin fee / account holder | $45,057 | $15,759+185.9% | $14,398+212.9% | $14,365+213.7% |