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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 | $56,649 | $162,136-65.1% | $152,301-62.8% | $154,746-63.4% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 31.40% | 91.02%-59.6pp | 80.50%-49.1pp | 172.34%-140.9pp |
| Employer contribution / active EE | $3,773 | $4,890-22.8% | $4,624-18.4% | $4,379-13.8% |
| Participant deferral / active EE | $8,207 | $8,341-1.6% | $8,004+2.5% | $6,730+21.9% |
| Admin fee / account holder | $361 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |