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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 | $60,529 | $162,136-62.7% | $152,301-60.3% | $154,746-60.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.88% | 91.02%-74.1pp | 80.50%-63.6pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,056 | $4,890-58.0% | $4,624-55.5% | $4,379-53.1% |
| Participant deferral / active EE | $7,870 | $8,341-5.6% | $8,004-1.7% | $6,730+16.9% |
| Admin fee / account holder | $1,248 | $15,759-92.1% | $14,398-91.3% | $14,365-91.3% |