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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 | $81,361 | $162,136-49.8% | $152,301-46.6% | $154,746-47.4% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 12.82% | 91.02%-78.2pp | 80.50%-67.7pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,833 | $4,890-42.1% | $4,624-38.7% | $4,379-35.3% |
| Participant deferral / active EE | $5,380 | $8,341-35.5% | $8,004-32.8% | $6,730-20.1% |
| Admin fee / account holder | $20,118 | $15,759+27.7% | $14,398+39.7% | $14,365+40.0% |