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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 | $76,161 | $162,136-53.0% | $152,301-50.0% | $154,746-50.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 19.16% | 91.02%-71.9pp | 80.50%-61.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,209 | $4,890-54.8% | $4,624-52.2% | $4,379-49.6% |
| Participant deferral / active EE | $3,768 | $8,341-54.8% | $8,004-52.9% | $6,730-44.0% |
| Admin fee / account holder | $680 | $15,759-95.7% | $14,398-95.3% | $14,365-95.3% |