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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 | $162,136-58.5% | $152,301-55.8% | $154,746-56.5% |
| Participation rate | 55.0% | 84.1%-29.1pp | 82.4%-27.4pp | 80.7%-25.7pp |
| Annual return | 15.81% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $915 | $4,890-81.3% | $4,624-80.2% | $4,379-79.1% |
| Participant deferral / active EE | $4,275 | $8,341-48.7% | $8,004-46.6% | $6,730-36.5% |
| Admin fee / account holder | $3,689 | $15,759-76.6% | $14,398-74.4% | $14,365-74.3% |