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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 | $54,429 | $162,136-66.4% | $152,301-64.3% | $154,746-64.8% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 13.39% | 91.02%-77.6pp | 80.50%-67.1pp | 172.34%-158.9pp |
| Employer contribution / active EE | $3,671 | $4,890-24.9% | $4,624-20.6% | $4,379-16.2% |
| Participant deferral / active EE | $7,851 | $8,341-5.9% | $8,004-1.9% | $6,730+16.7% |
| Admin fee / account holder | $11,420 | $15,759-27.5% | $14,398-20.7% | $14,365-20.5% |