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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 | $102,432 | $162,136-36.8% | $152,301-32.7% | $154,746-33.8% |
| Participation rate | 64.3% | 84.1%-19.8pp | 82.4%-18.2pp | 80.7%-16.4pp |
| Annual return | 18.40% | 91.02%-72.6pp | 80.50%-62.1pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,593 | $4,890-67.4% | $4,624-65.6% | $4,379-63.6% |
| Participant deferral / active EE | $8,927 | $8,341+7.0% | $8,004+11.5% | $6,730+32.6% |
| Admin fee / account holder | $4,878 | $15,759-69.0% | $14,398-66.1% | $14,365-66.0% |