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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 | $70,353 | $162,136-56.6% | $152,301-53.8% | $154,746-54.5% |
| Participation rate | 61.1% | 84.1%-23.0pp | 82.4%-21.3pp | 80.7%-19.6pp |
| Annual return | 16.50% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $3,686 | $4,890-24.6% | $4,624-20.3% | $4,379-15.8% |
| Participant deferral / active EE | $9,201 | $8,341+10.3% | $8,004+15.0% | $6,730+36.7% |
| Admin fee / account holder | $1,056 | $15,759-93.3% | $14,398-92.7% | $14,365-92.6% |