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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 | $27,664 | $162,136-82.9% | $152,301-81.8% | $154,746-82.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.80% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,049 | $4,890-58.1% | $4,624-55.7% | $4,379-53.2% |
| Participant deferral / active EE | $4,181 | $8,341-49.9% | $8,004-47.8% | $6,730-37.9% |
| Admin fee / account holder | $1,226 | $15,759-92.2% | $14,398-91.5% | $14,365-91.5% |