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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 | $60,730 | $162,136-62.5% | $152,301-60.1% | $154,746-60.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 15.46% | 91.02%-75.6pp | 80.50%-65.0pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,610 | $4,890-67.1% | $4,624-65.2% | $4,379-63.2% |
| Participant deferral / active EE | $4,805 | $8,341-42.4% | $8,004-40.0% | $6,730-28.6% |
| Admin fee / account holder | $8,780 | $15,759-44.3% | $14,398-39.0% | $14,365-38.9% |