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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 | $49,360 | $155,555-68.3% | $146,866-66.4% | $155,188-68.2% |
| Participation rate | 57.1% | 84.0%-26.8pp | 82.5%-25.4pp | 80.8%-23.7pp |
| Annual return | 14.35% | 115.41%-101.1pp | 102.85%-88.5pp | 148.84%-134.5pp |
| Employer contribution / active EE | $1,186 | $4,647-74.5% | $4,425-73.2% | $4,248-72.1% |
| Participant deferral / active EE | $9,382 | $8,044+16.6% | $7,759+20.9% | $6,531+43.6% |
| Admin fee / account holder | $1,966 | $14,755-86.7% | $13,620-85.6% | $14,480-86.4% |