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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 | $87,408 | $162,136-46.1% | $152,301-42.6% | $154,746-43.5% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 19.18% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $1,422 | $4,890-70.9% | $4,624-69.3% | $4,379-67.5% |
| Participant deferral / active EE | $10,256 | $8,341+23.0% | $8,004+28.1% | $6,730+52.4% |
| Admin fee / account holder | $2,789 | $15,759-82.3% | $14,398-80.6% | $14,365-80.6% |