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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 | $181,062-69.3% | $158,223-64.9% | $155,188-64.2% |
| Participation rate | 58.3% | 82.7%-24.3pp | 79.2%-20.9pp | 80.8%-22.5pp |
| Annual return | 14.46% | 57.39%-42.9pp | 52.09%-37.6pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,149 | $4,565-52.9% | $4,109-47.7% | $4,248-49.4% |
| Participant deferral / active EE | $2,568 | $6,134-58.1% | $5,467-53.0% | $6,531-60.7% |
| Admin fee / account holder | $536 | $18,825-97.2% | $16,047-96.7% | $14,480-96.3% |