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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 | $53,838 | $162,136-66.8% | $152,301-64.7% | $154,746-65.2% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 22.58% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,154 | $4,890-56.0% | $4,624-53.4% | $4,379-50.8% |
| Participant deferral / active EE | $4,540 | $8,341-45.6% | $8,004-43.3% | $6,730-32.5% |
| Admin fee / account holder | $2,206 | $15,759-86.0% | $14,398-84.7% | $14,365-84.6% |