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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 | $59,334 | $185,312-68.0% | $161,489-63.3% | $154,746-61.7% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.7%-17.2pp | 80.7%-19.2pp |
| Annual return | 19.10% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,543 | $4,769-46.7% | $4,268-40.4% | $4,379-41.9% |
| Participant deferral / active EE | $6,102 | $6,350-3.9% | $5,630+8.4% | $6,730-9.3% |
| Admin fee / account holder | $14,807 | $18,654-20.6% | $16,006-7.5% | $14,365+3.1% |