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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 | $73,656 | $162,136-54.6% | $152,301-51.6% | $154,746-52.4% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 13.99% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,085 | $4,890-77.8% | $4,624-76.5% | $4,379-75.2% |
| Participant deferral / active EE | $2,855 | $8,341-65.8% | $8,004-64.3% | $6,730-57.6% |
| Admin fee / account holder | $5,375 | $15,759-65.9% | $14,398-62.7% | $14,365-62.6% |