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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 | $96,329 | $162,136-40.6% | $152,301-36.8% | $154,746-37.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 12.10% | 91.02%-78.9pp | 80.50%-68.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,471 | $4,890-49.5% | $4,624-46.6% | $4,379-43.6% |
| Participant deferral / active EE | $6,911 | $8,341-17.1% | $8,004-13.7% | $6,730+2.7% |
| Admin fee / account holder | $615 | $15,759-96.1% | $14,398-95.7% | $14,365-95.7% |