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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 | $60,879 | $162,136-62.5% | $152,301-60.0% | $154,746-60.7% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 22.94% | 91.02%-68.1pp | 80.50%-57.6pp | 172.34%-149.4pp |
| Employer contribution / active EE | $1,904 | $4,890-61.1% | $4,624-58.8% | $4,379-56.5% |
| Participant deferral / active EE | $5,364 | $8,341-35.7% | $8,004-33.0% | $6,730-20.3% |
| Admin fee / account holder | $807 | $15,759-94.9% | $14,398-94.4% | $14,365-94.4% |