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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 | $85,258 | $162,136-47.4% | $152,301-44.0% | $154,746-44.9% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 12.95% | 91.02%-78.1pp | 80.50%-67.5pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,584 | $4,890-47.2% | $4,624-44.1% | $4,379-41.0% |
| Participant deferral / active EE | $9,065 | $8,341+8.7% | $8,004+13.3% | $6,730+34.7% |
| Admin fee / account holder | $17,233 | $15,759+9.3% | $14,398+19.7% | $14,365+20.0% |