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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 | $55,584 | $185,312-70.0% | $161,489-65.6% | $154,746-64.1% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.7%-20.4pp | 80.7%-22.4pp |
| Annual return | 14.46% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $2,149 | $4,769-54.9% | $4,268-49.6% | $4,379-50.9% |
| Participant deferral / active EE | $2,568 | $6,350-59.6% | $5,630-54.4% | $6,730-61.8% |
| Admin fee / account holder | $536 | $18,654-97.1% | $16,006-96.7% | $14,365-96.3% |