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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 | $81,111 | $162,136-50.0% | $152,301-46.7% | $154,746-47.6% |
| Participation rate | 62.5% | 84.1%-21.6pp | 82.4%-19.9pp | 80.7%-18.2pp |
| Annual return | 27.56% | 91.02%-63.5pp | 80.50%-52.9pp | 172.34%-144.8pp |
| Employer contribution / active EE | $3,188 | $4,890-34.8% | $4,624-31.1% | $4,379-27.2% |
| Participant deferral / active EE | $5,629 | $8,341-32.5% | $8,004-29.7% | $6,730-16.4% |
| Admin fee / account holder | $459 | $15,759-97.1% | $14,398-96.8% | $14,365-96.8% |