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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 | $76,058 | $162,136-53.1% | $152,301-50.1% | $154,746-50.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 19.85% | 91.02%-71.2pp | 80.50%-60.7pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,375 | $4,890-51.4% | $4,624-48.6% | $4,379-45.8% |
| Participant deferral / active EE | $4,068 | $8,341-51.2% | $8,004-49.2% | $6,730-39.6% |
| Admin fee / account holder | $839 | $15,759-94.7% | $14,398-94.2% | $14,365-94.2% |