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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 | $68,144 | $162,136-58.0% | $152,301-55.3% | $154,746-56.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 17.68% | 91.02%-73.3pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $2,506 | $4,890-48.8% | $4,624-45.8% | $4,379-42.8% |
| Participant deferral / active EE | $3,565 | $8,341-57.3% | $8,004-55.5% | $6,730-47.0% |
| Admin fee / account holder | $3,331 | $15,759-78.9% | $14,398-76.9% | $14,365-76.8% |