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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 | $90,377 | $162,136-44.3% | $152,301-40.7% | $154,746-41.6% |
| Participation rate | 58.8% | 84.1%-25.3pp | 82.4%-23.6pp | 80.7%-21.9pp |
| Annual return | 15.09% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $1,480 | $4,890-69.7% | $4,624-68.0% | $4,379-66.2% |
| Participant deferral / active EE | $5,081 | $8,341-39.1% | $8,004-36.5% | $6,730-24.5% |
| Admin fee / account holder | $5,998 | $15,759-61.9% | $14,398-58.3% | $14,365-58.2% |