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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 | $58,674 | $162,136-63.8% | $152,301-61.5% | $154,746-62.1% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 19.18% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,389 | $4,890-51.1% | $4,624-48.3% | $4,379-45.4% |
| Participant deferral / active EE | $8,200 | $8,341-1.7% | $8,004+2.5% | $6,730+21.8% |
| Admin fee / account holder | $4,648 | $15,759-70.5% | $14,398-67.7% | $14,365-67.6% |