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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 | $84,284 | $162,136-48.0% | $152,301-44.7% | $154,746-45.5% |
| Participation rate | 40.9% | 84.1%-43.2pp | 82.4%-41.5pp | 80.7%-39.8pp |
| Annual return | 14.93% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,417 | $4,890-50.6% | $4,624-47.7% | $4,379-44.8% |
| Participant deferral / active EE | $6,337 | $8,341-24.0% | $8,004-20.8% | $6,730-5.8% |
| Admin fee / account holder | $5,161 | $15,759-67.2% | $14,398-64.2% | $14,365-64.1% |