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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 | $84,431 | $162,136-47.9% | $152,301-44.6% | $154,746-45.4% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 24.65% | 91.02%-66.4pp | 80.50%-55.9pp | 172.34%-147.7pp |
| Employer contribution / active EE | $2,479 | $4,890-49.3% | $4,624-46.4% | $4,379-43.4% |
| Participant deferral / active EE | $6,672 | $8,341-20.0% | $8,004-16.6% | $6,730-0.9% |
| Admin fee / account holder | $6,296 | $15,759-60.1% | $14,398-56.3% | $14,365-56.2% |