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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 | $38,177 | $162,136-76.5% | $152,301-74.9% | $154,746-75.3% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 12.95% | 91.02%-78.1pp | 80.50%-67.5pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,133 | $4,890-56.4% | $4,624-53.9% | $4,379-51.3% |
| Participant deferral / active EE | $3,048 | $8,341-63.5% | $8,004-61.9% | $6,730-54.7% |
| Admin fee / account holder | $6,376 | $15,759-59.5% | $14,398-55.7% | $14,365-55.6% |