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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 | $85,306 | $162,136-47.4% | $152,301-44.0% | $154,746-44.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 15.49% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,515 | $4,890-28.1% | $4,624-24.0% | $4,379-19.7% |
| Participant deferral / active EE | $6,385 | $8,341-23.4% | $8,004-20.2% | $6,730-5.1% |
| Admin fee / account holder | $1,157 | $15,759-92.7% | $14,398-92.0% | $14,365-91.9% |