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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 | $61,277 | $162,136-62.2% | $152,301-59.8% | $154,746-60.4% |
| Participation rate | 56.5% | 84.1%-27.6pp | 82.4%-25.9pp | 80.7%-24.2pp |
| Annual return | 12.02% | 91.02%-79.0pp | 80.50%-68.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,008 | $4,890-58.9% | $4,624-56.6% | $4,379-54.1% |
| Participant deferral / active EE | $4,083 | $8,341-51.0% | $8,004-49.0% | $6,730-39.3% |
| Admin fee / account holder | $365 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |