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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 | $75,900 | $185,312-59.0% | $161,489-53.0% | $154,746-51.0% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 19.54% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,592 | $4,769-66.6% | $4,268-62.7% | $4,379-63.6% |
| Participant deferral / active EE | $6,058 | $6,350-4.6% | $5,630+7.6% | $6,730-10.0% |
| Admin fee / account holder | $3,062 | $18,654-83.6% | $16,006-80.9% | $14,365-78.7% |