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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 | $42,660 | $181,062-76.4% | $158,223-73.0% | $155,188-72.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 15.52% | 57.39%-41.9pp | 52.09%-36.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,669 | $4,565-63.4% | $4,109-59.4% | $4,248-60.7% |
| Participant deferral / active EE | $6,269 | $6,134+2.2% | $5,467+14.7% | $6,531-4.0% |
| Admin fee / account holder | $3,642 | $18,825-80.7% | $16,047-77.3% | $14,480-74.8% |