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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 | $57,390 | $162,136-64.6% | $152,301-62.3% | $154,746-62.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 15.81% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $3,256 | $4,890-33.4% | $4,624-29.6% | $4,379-25.6% |
| Participant deferral / active EE | $8,267 | $8,341-0.9% | $8,004+3.3% | $6,730+22.8% |
| Admin fee / account holder | $11,918 | $15,759-24.4% | $14,398-17.2% | $14,365-17.0% |