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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 | $67,269 | $156,398-57.0% | $147,318-54.3% | $138,895-51.6% |
| Participation rate | 55.0% | 83.8%-28.8pp | 82.1%-27.1pp | 79.9%-24.9pp |
| Annual return | 15.81% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $915 | $4,853-81.1% | $4,593-80.1% | $4,194-78.2% |
| Participant deferral / active EE | $4,275 | $8,237-48.1% | $7,906-45.9% | $6,396-33.2% |
| Admin fee / account holder | $3,689 | $14,976-75.4% | $13,708-73.1% | $12,562-70.6% |