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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 | $69,850 | $162,136-56.9% | $152,301-54.1% | $154,746-54.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 22.15% | 91.02%-68.9pp | 80.50%-58.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $4,547 | $4,890-7.0% | $4,624-1.7% | $4,379+3.8% |
| Participant deferral / active EE | $5,036 | $8,341-39.6% | $8,004-37.1% | $6,730-25.2% |
| Admin fee / account holder | $10,187 | $15,759-35.4% | $14,398-29.2% | $14,365-29.1% |