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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 | $63,011 | $162,136-61.1% | $152,301-58.6% | $154,746-59.3% |
| Participation rate | 68.4% | 84.1%-15.7pp | 82.4%-14.0pp | 80.7%-12.3pp |
| Annual return | 13.54% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,993 | $4,890-59.2% | $4,624-56.9% | $4,379-54.5% |
| Participant deferral / active EE | $5,629 | $8,341-32.5% | $8,004-29.7% | $6,730-16.4% |
| Admin fee / account holder | $419 | $15,759-97.3% | $14,398-97.1% | $14,365-97.1% |