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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 | $77,402 | $162,136-52.3% | $152,301-49.2% | $154,746-50.0% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 16.55% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $2,260 | $4,890-53.8% | $4,624-51.1% | $4,379-48.4% |
| Participant deferral / active EE | $7,868 | $8,341-5.7% | $8,004-1.7% | $6,730+16.9% |
| Admin fee / account holder | $531 | $15,759-96.6% | $14,398-96.3% | $14,365-96.3% |