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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 | $73,067 | $162,136-54.9% | $152,301-52.0% | $154,746-52.8% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 16.87% | 91.02%-74.2pp | 80.50%-63.6pp | 172.34%-155.5pp |
| Employer contribution / active EE | $3,403 | $4,890-30.4% | $4,624-26.4% | $4,379-22.3% |
| Participant deferral / active EE | $7,040 | $8,341-15.6% | $8,004-12.0% | $6,730+4.6% |
| Admin fee / account holder | $1,851 | $15,759-88.3% | $14,398-87.1% | $14,365-87.1% |