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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 | $74,034 | $156,398-52.7% | $147,318-49.7% | $138,895-46.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 19.31% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.1pp |
| Employer contribution / active EE | $2,261 | $4,853-53.4% | $4,593-50.8% | $4,194-46.1% |
| Participant deferral / active EE | $8,219 | $8,237-0.2% | $7,906+4.0% | $6,396+28.5% |
| Admin fee / account holder | $4,421 | $14,976-70.5% | $13,708-67.7% | $12,562-64.8% |