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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 | $55,327 | $178,174-68.9% | $156,181-64.6% | $137,256-59.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 21.63% | 84.19%-62.6pp | 64.87%-43.2pp | 220.34%-198.7pp |
| Employer contribution / active EE | $6,302 | $4,972+26.8% | $4,294+46.8% | $4,156+51.6% |
| Participant deferral / active EE | $12,434 | $6,888+80.5% | $6,132+102.8% | $6,407+94.1% |
| Admin fee / account holder | $8,693 | $17,404-50.1% | $14,586-40.4% | $12,270-29.2% |