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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 | $61,458 | $162,136-62.1% | $152,301-59.6% | $154,746-60.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.46% | 91.02%-72.6pp | 80.50%-62.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,523 | $4,890-68.9% | $4,624-67.1% | $4,379-65.2% |
| Participant deferral / active EE | $8,764 | $8,341+5.1% | $8,004+9.5% | $6,730+30.2% |
| Admin fee / account holder | $6,999 | $15,759-55.6% | $14,398-51.4% | $14,365-51.3% |