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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 | $65,535 | $174,379-62.4% | $152,093-56.9% | $138,895-52.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 18.45% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,828 | $4,652-60.7% | $4,175-56.2% | $4,194-56.4% |
| Participant deferral / active EE | $3,288 | $6,159-46.6% | $5,451-39.7% | $6,396-48.6% |
| Admin fee / account holder | $742 | $16,880-95.6% | $14,497-94.9% | $12,562-94.1% |