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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 | $56,636 | $91,559-38.1% | $133,959-57.7% | $79,858-29.1% |
| Participation rate | 62.1% | 73.3%-11.3pp | 79.8%-17.8pp | 69.6%-7.6pp |
| Annual return | 17.54% | 61.85%-44.3pp | 45.09%-27.5pp | 31.72%-14.2pp |
| Employer contribution / active EE | $1,465 | $2,384-38.6% | $3,919-62.6% | $2,471-40.7% |
| Participant deferral / active EE | $6,175 | $3,734+65.4% | $5,047+22.3% | $3,740+65.1% |
| Admin fee / account holder | $439 | $6,321-93.1% | $8,928-95.1% | $5,306-91.7% |