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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 | $54,705 | $162,136-66.3% | $152,301-64.1% | $154,746-64.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 43.27% | 91.02%-47.8pp | 80.50%-37.2pp | 172.34%-129.1pp |
| Employer contribution / active EE | $4,012 | $4,890-18.0% | $4,624-13.2% | $4,379-8.4% |
| Participant deferral / active EE | $7,708 | $8,341-7.6% | $8,004-3.7% | $6,730+14.5% |
| Admin fee / account holder | $1,279 | $15,759-91.9% | $14,398-91.1% | $14,365-91.1% |