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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 | $59,945 | $223,823-73.2% | $211,142-71.6% | $154,746-61.3% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 19.01% | 50.39%-31.4pp | 46.84%-27.8pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,699 | $6,787-75.0% | $6,442-73.6% | $4,379-61.2% |
| Participant deferral / active EE | $6,718 | $9,750-31.1% | $9,284-27.6% | $6,730-0.2% |
| Admin fee / account holder | $3,600 | $19,707-81.7% | $19,076-81.1% | $14,365-74.9% |