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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 | $71,577 | $162,136-55.9% | $152,301-53.0% | $154,746-53.7% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 15.00% | 91.02%-76.0pp | 80.50%-65.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,573 | $4,890-47.4% | $4,624-44.4% | $4,379-41.2% |
| Participant deferral / active EE | $9,469 | $8,341+13.5% | $8,004+18.3% | $6,730+40.7% |
| Admin fee / account holder | $1,433 | $15,759-90.9% | $14,398-90.0% | $14,365-90.0% |