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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 | $66,161 | $89,367-26.0% | $141,191-53.1% | $72,975-9.3% |
| Participation rate | 44.8% | 75.1%-30.3pp | 82.5%-37.6pp | 69.5%-24.7pp |
| Annual return | 26.21% | 111.87%-85.7pp | 71.41%-45.2pp | 81.01%-54.8pp |
| Employer contribution / active EE | $1,837 | $3,115-41.0% | $4,736-61.2% | $2,440-24.7% |
| Participant deferral / active EE | $6,451 | $5,419+19.1% | $6,710-3.9% | $3,608+78.8% |
| Admin fee / account holder | $417 | $5,957-93.0% | $10,264-95.9% | $5,124-91.9% |