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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 | $58,973 | $162,136-63.6% | $152,301-61.3% | $154,746-61.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 14.79% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $1,973 | $4,890-59.7% | $4,624-57.3% | $4,379-54.9% |
| Participant deferral / active EE | $7,297 | $8,341-12.5% | $8,004-8.8% | $6,730+8.4% |
| Admin fee / account holder | $361 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |