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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 | $78,684 | $162,136-51.5% | $152,301-48.3% | $154,746-49.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 19.86% | 91.02%-71.2pp | 80.50%-60.6pp | 172.34%-152.5pp |
| Employer contribution / active EE | $927 | $4,890-81.1% | $4,624-80.0% | $4,379-78.8% |
| Participant deferral / active EE | $8,060 | $8,341-3.4% | $8,004+0.7% | $6,730+19.8% |
| Admin fee / account holder | $312 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |