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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 | $58,106 | $162,136-64.2% | $152,301-61.8% | $154,746-62.5% |
| Participation rate | 52.9% | 84.1%-31.2pp | 82.4%-29.5pp | 80.7%-27.8pp |
| Annual return | 13.62% | 91.02%-77.4pp | 80.50%-66.9pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,675 | $4,890-65.7% | $4,624-63.8% | $4,379-61.7% |
| Participant deferral / active EE | $3,492 | $8,341-58.1% | $8,004-56.4% | $6,730-48.1% |
| Admin fee / account holder | $3,927 | $15,759-75.1% | $14,398-72.7% | $14,365-72.7% |