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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 | $110,260 | $162,136-32.0% | $152,301-27.6% | $154,746-28.7% |
| Participation rate | 53.3% | 84.1%-30.8pp | 82.4%-29.1pp | 80.7%-27.4pp |
| Annual return | 17.80% | 91.02%-73.2pp | 80.50%-62.7pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,613 | $4,890-67.0% | $4,624-65.1% | $4,379-63.2% |
| Participant deferral / active EE | $8,944 | $8,341+7.2% | $8,004+11.8% | $6,730+32.9% |
| Admin fee / account holder | $586 | $15,759-96.3% | $14,398-95.9% | $14,365-95.9% |