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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 | $103,620 | $162,136-36.1% | $152,301-32.0% | $154,746-33.0% |
| Participation rate | 64.3% | 84.1%-19.8pp | 82.4%-18.2pp | 80.7%-16.4pp |
| Annual return | 15.25% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,297 | $4,890-53.0% | $4,624-50.3% | $4,379-47.5% |
| Participant deferral / active EE | $6,879 | $8,341-17.5% | $8,004-14.1% | $6,730+2.2% |
| Admin fee / account holder | $2,234 | $15,759-85.8% | $14,398-84.5% | $14,365-84.4% |