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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 | $44,321 | $162,136-72.7% | $152,301-70.9% | $154,746-71.4% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 17.76% | 91.02%-73.3pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,794 | $4,890-42.9% | $4,624-39.6% | $4,379-36.2% |
| Participant deferral / active EE | $5,084 | $8,341-39.0% | $8,004-36.5% | $6,730-24.5% |
| Admin fee / account holder | $815 | $15,759-94.8% | $14,398-94.3% | $14,365-94.3% |