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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 | $62,610 | $174,379-64.1% | $152,093-58.8% | $138,895-54.9% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 17.39% | 74.86%-57.5pp | 66.36%-49.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,119 | $4,652-75.9% | $4,175-73.2% | $4,194-73.3% |
| Participant deferral / active EE | $9,892 | $6,159+60.6% | $5,451+81.5% | $6,396+54.6% |
| Admin fee / account holder | $328 | $16,880-98.1% | $14,497-97.7% | $12,562-97.4% |