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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 | $56,747 | $162,136-65.0% | $152,301-62.7% | $154,746-63.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.66% | 91.02%-75.4pp | 80.50%-64.8pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,776 | $4,890-43.2% | $4,624-40.0% | $4,379-36.6% |
| Participant deferral / active EE | $7,387 | $8,341-11.4% | $8,004-7.7% | $6,730+9.7% |
| Admin fee / account holder | $2,096 | $15,759-86.7% | $14,398-85.4% | $14,365-85.4% |