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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 | $72,588 | $174,379-58.4% | $152,093-52.3% | $138,895-47.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 21.60% | 74.86%-53.3pp | 66.36%-44.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $2,115 | $4,652-54.5% | $4,175-49.3% | $4,194-49.6% |
| Participant deferral / active EE | $6,062 | $6,159-1.6% | $5,451+11.2% | $6,396-5.2% |
| Admin fee / account holder | $682 | $16,880-96.0% | $14,497-95.3% | $12,562-94.6% |