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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 | $54,179 | $209,336-74.1% | $197,124-72.5% | $137,256-60.5% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 16.98% | 48.09%-31.1pp | 44.34%-27.4pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,116 | $6,591-52.7% | $6,227-50.0% | $4,156-25.0% |
| Participant deferral / active EE | $3,700 | $9,614-61.5% | $9,135-59.5% | $6,407-42.3% |
| Admin fee / account holder | $932 | $17,308-94.6% | $16,298-94.3% | $12,270-92.4% |