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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 | $61,814 | $162,136-61.9% | $152,301-59.4% | $154,746-60.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 16.76% | 91.02%-74.3pp | 80.50%-63.7pp | 172.34%-155.6pp |
| Employer contribution / active EE | $4,634 | $4,890-5.2% | $4,624+0.2% | $4,379+5.8% |
| Participant deferral / active EE | $11,881 | $8,341+42.4% | $8,004+48.4% | $6,730+76.5% |
| Admin fee / account holder | $8,060 | $15,759-48.9% | $14,398-44.0% | $14,365-43.9% |