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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 | $88,685 | $162,136-45.3% | $152,301-41.8% | $154,746-42.7% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 15.09% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,765 | $4,890-43.5% | $4,624-40.2% | $4,379-36.9% |
| Participant deferral / active EE | $7,517 | $8,341-9.9% | $8,004-6.1% | $6,730+11.7% |
| Admin fee / account holder | $352 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |