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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 | $72,102 | $162,136-55.5% | $152,301-52.7% | $154,746-53.4% |
| Participation rate | 56.5% | 84.1%-27.6pp | 82.4%-25.9pp | 80.7%-24.2pp |
| Annual return | 21.34% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,648 | $4,890-66.3% | $4,624-64.4% | $4,379-62.4% |
| Participant deferral / active EE | $4,040 | $8,341-51.6% | $8,004-49.5% | $6,730-40.0% |
| Admin fee / account holder | $667 | $15,759-95.8% | $14,398-95.4% | $14,365-95.4% |