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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 | $62,273 | $110,410-43.6% | $102,437-39.2% | $145,897-57.3% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 24.11% | 24.85%-0.7pp | 24.95%-0.8pp | 552.29%-528.2pp |
| Employer contribution / active EE | $1,859 | $4,217-55.9% | $3,871-52.0% | $4,663-60.1% |
| Participant deferral / active EE | $10,914 | $5,622+94.1% | $5,060+115.7% | $6,689+63.2% |
| Admin fee / account holder | $1,327 | $9,745-86.4% | $8,388-84.2% | $13,390-90.1% |