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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 | $100,549 | $162,136-38.0% | $152,301-34.0% | $154,746-35.0% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 15.87% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.5pp |
| Employer contribution / active EE | $1,444 | $4,890-70.5% | $4,624-68.8% | $4,379-67.0% |
| Participant deferral / active EE | $4,254 | $8,341-49.0% | $8,004-46.9% | $6,730-36.8% |
| Admin fee / account holder | $442 | $15,759-97.2% | $14,398-96.9% | $14,365-96.9% |