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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 | $63,444 | $162,136-60.9% | $152,301-58.3% | $154,746-59.0% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 19.30% | 91.02%-71.7pp | 80.50%-61.2pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,681 | $4,890-65.6% | $4,624-63.6% | $4,379-61.6% |
| Participant deferral / active EE | $12,211 | $8,341+46.4% | $8,004+52.6% | $6,730+81.4% |
| Admin fee / account holder | $7,490 | $15,759-52.5% | $14,398-48.0% | $14,365-47.9% |