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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 | $71,046 | $162,136-56.2% | $152,301-53.4% | $154,746-54.1% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 17.98% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $2,466 | $4,890-49.6% | $4,624-46.7% | $4,379-43.7% |
| Participant deferral / active EE | $4,218 | $8,341-49.4% | $8,004-47.3% | $6,730-37.3% |
| Admin fee / account holder | $301 | $15,759-98.1% | $14,398-97.9% | $14,365-97.9% |