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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 | $65,626 | $162,136-59.5% | $152,301-56.9% | $154,746-57.6% |
| Participation rate | 47.8% | 84.1%-36.3pp | 82.4%-34.6pp | 80.7%-32.9pp |
| Annual return | 12.17% | 91.02%-78.9pp | 80.50%-68.3pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,007 | $4,890-79.4% | $4,624-78.2% | $4,379-77.0% |
| Participant deferral / active EE | $2,819 | $8,341-66.2% | $8,004-64.8% | $6,730-58.1% |
| Admin fee / account holder | $14,546 | $15,759-7.7% | $14,398+1.0% | $14,365+1.3% |