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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 | $154,228-62.0% | $145,433-59.7% | $137,256-57.3% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 19.18% | 74.59%-55.4pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,389 | $4,804-50.3% | $4,554-47.5% | $4,156-42.5% |
| Participant deferral / active EE | $8,200 | $8,216-0.2% | $7,897+3.8% | $6,407+28.0% |
| Admin fee / account holder | $4,648 | $14,344-67.6% | $13,129-64.6% | $12,270-62.1% |