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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 | $76,991 | $155,555-50.5% | $146,866-47.6% | $155,188-50.4% |
| Participation rate | 52.6% | 84.0%-31.3pp | 82.5%-29.9pp | 80.8%-28.2pp |
| Annual return | 29.51% | 115.41%-85.9pp | 102.85%-73.3pp | 148.84%-119.3pp |
| Employer contribution / active EE | $2,129 | $4,647-54.2% | $4,425-51.9% | $4,248-49.9% |
| Participant deferral / active EE | $6,291 | $8,044-21.8% | $7,759-18.9% | $6,531-3.7% |
| Admin fee / account holder | $524 | $14,755-96.5% | $13,620-96.2% | $14,480-96.4% |