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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 | $62,924 | $162,136-61.2% | $152,301-58.7% | $154,746-59.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 26.82% | 91.02%-64.2pp | 80.50%-53.7pp | 172.34%-145.5pp |
| Employer contribution / active EE | $2,785 | $4,890-43.1% | $4,624-39.8% | $4,379-36.4% |
| Participant deferral / active EE | $12,757 | $8,341+52.9% | $8,004+59.4% | $6,730+89.5% |
| Admin fee / account holder | $661 | $15,759-95.8% | $14,398-95.4% | $14,365-95.4% |