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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 | $73,616 | $162,136-54.6% | $152,301-51.7% | $154,746-52.4% |
| Participation rate | 52.2% | 84.1%-31.9pp | 82.4%-30.3pp | 80.7%-28.5pp |
| Annual return | 68.21% | 91.02%-22.8pp | 80.50%-12.3pp | 172.34%-104.1pp |
| Employer contribution / active EE | $1,951 | $4,890-60.1% | $4,624-57.8% | $4,379-55.4% |
| Participant deferral / active EE | $3,708 | $8,341-55.5% | $8,004-53.7% | $6,730-44.9% |
| Admin fee / account holder | $690 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |