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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 | $89,847 | $162,136-44.6% | $152,301-41.0% | $154,746-41.9% |
| Participation rate | 45.8% | 84.1%-38.3pp | 82.4%-36.6pp | 80.7%-34.9pp |
| Annual return | 15.83% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $2,063 | $4,890-57.8% | $4,624-55.4% | $4,379-52.9% |
| Participant deferral / active EE | $6,160 | $8,341-26.1% | $8,004-23.0% | $6,730-8.5% |
| Admin fee / account holder | $2,535 | $15,759-83.9% | $14,398-82.4% | $14,365-82.4% |