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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 | $67,165 | $156,398-57.1% | $147,318-54.4% | $138,895-51.6% |
| Participation rate | 61.1% | 83.8%-22.6pp | 82.1%-21.0pp | 79.9%-18.8pp |
| Annual return | 22.10% | 78.75%-56.7pp | 70.43%-48.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $2,670 | $4,853-45.0% | $4,593-41.9% | $4,194-36.3% |
| Participant deferral / active EE | $4,084 | $8,237-50.4% | $7,906-48.3% | $6,396-36.1% |
| Admin fee / account holder | $1,457 | $14,976-90.3% | $13,708-89.4% | $12,562-88.4% |