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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 | $46,164 | $162,136-71.5% | $152,301-69.7% | $154,746-70.2% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 12.91% | 91.02%-78.1pp | 80.50%-67.6pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,222 | $4,890-54.6% | $4,624-52.0% | $4,379-49.3% |
| Participant deferral / active EE | $4,702 | $8,341-43.6% | $8,004-41.2% | $6,730-30.1% |
| Admin fee / account holder | $8,403 | $15,759-46.7% | $14,398-41.6% | $14,365-41.5% |