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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 | $84,059 | $162,136-48.2% | $152,301-44.8% | $154,746-45.7% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 14.04% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $2,269 | $4,890-53.6% | $4,624-50.9% | $4,379-48.2% |
| Participant deferral / active EE | $5,369 | $8,341-35.6% | $8,004-32.9% | $6,730-20.2% |
| Admin fee / account holder | $617 | $15,759-96.1% | $14,398-95.7% | $14,365-95.7% |