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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 | $53,408 | $162,136-67.1% | $152,301-64.9% | $154,746-65.5% |
| Participation rate | 60.9% | 84.1%-23.2pp | 82.4%-21.6pp | 80.7%-19.8pp |
| Annual return | 21.46% | 91.02%-69.6pp | 80.50%-59.0pp | 172.34%-150.9pp |
| Employer contribution / active EE | $2,762 | $4,890-43.5% | $4,624-40.3% | $4,379-36.9% |
| Participant deferral / active EE | $6,714 | $8,341-19.5% | $8,004-16.1% | $6,730-0.2% |
| Admin fee / account holder | $1,081 | $15,759-93.1% | $14,398-92.5% | $14,365-92.5% |