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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 | $63,624 | $162,136-60.8% | $152,301-58.2% | $154,746-58.9% |
| Participation rate | 37.5% | 84.1%-46.6pp | 82.4%-44.9pp | 80.7%-43.2pp |
| Annual return | 21.11% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $2,948 | $4,890-39.7% | $4,624-36.2% | $4,379-32.7% |
| Participant deferral / active EE | $10,057 | $8,341+20.6% | $8,004+25.7% | $6,730+49.4% |
| Admin fee / account holder | $12,023 | $15,759-23.7% | $14,398-16.5% | $14,365-16.3% |