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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 | $61,846 | $162,136-61.9% | $152,301-59.4% | $154,746-60.0% |
| Participation rate | 64.3% | 84.1%-19.8pp | 82.4%-18.2pp | 80.7%-16.4pp |
| Annual return | 17.04% | 91.02%-74.0pp | 80.50%-63.5pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,257 | $4,890-33.4% | $4,624-29.6% | $4,379-25.6% |
| Participant deferral / active EE | $5,955 | $8,341-28.6% | $8,004-25.6% | $6,730-11.5% |
| Admin fee / account holder | $1,193 | $15,759-92.4% | $14,398-91.7% | $14,365-91.7% |