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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 | $72,099 | $162,136-55.5% | $152,301-52.7% | $154,746-53.4% |
| Participation rate | 40.0% | 84.1%-44.1pp | 82.4%-42.4pp | 80.7%-40.7pp |
| Annual return | 15.27% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,333 | $4,890-52.3% | $4,624-49.6% | $4,379-46.7% |
| Participant deferral / active EE | $9,636 | $8,341+15.5% | $8,004+20.4% | $6,730+43.2% |
| Admin fee / account holder | $9,548 | $15,759-39.4% | $14,398-33.7% | $14,365-33.5% |