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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 | $102,169 | $162,136-37.0% | $152,301-32.9% | $154,746-34.0% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 13.03% | 91.02%-78.0pp | 80.50%-67.5pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,325 | $4,890-52.4% | $4,624-49.7% | $4,379-46.9% |
| Participant deferral / active EE | $2,907 | $8,341-65.1% | $8,004-63.7% | $6,730-56.8% |
| Admin fee / account holder | $852 | $15,759-94.6% | $14,398-94.1% | $14,365-94.1% |