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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 | $53,508 | $156,398-65.8% | $147,318-63.7% | $138,895-61.5% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 79.9%-15.6pp |
| Annual return | 12.86% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $2,488 | $4,853-48.7% | $4,593-45.8% | $4,194-40.7% |
| Participant deferral / active EE | $8,169 | $8,237-0.8% | $7,906+3.3% | $6,396+27.7% |
| Admin fee / account holder | $3,350 | $14,976-77.6% | $13,708-75.6% | $12,562-73.3% |