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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 | $26,006 | $162,136-84.0% | $152,301-82.9% | $154,746-83.2% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 22.70% | 91.02%-68.3pp | 80.50%-57.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $2,074 | $4,890-57.6% | $4,624-55.2% | $4,379-52.6% |
| Participant deferral / active EE | $5,393 | $8,341-35.3% | $8,004-32.6% | $6,730-19.9% |
| Admin fee / account holder | $435 | $15,759-97.2% | $14,398-97.0% | $14,365-97.0% |