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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 | $50,662 | $154,228-67.2% | $145,433-65.2% | $137,256-63.1% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 16.41% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,879 | $4,804-60.9% | $4,554-58.7% | $4,156-54.8% |
| Participant deferral / active EE | $8,282 | $8,216+0.8% | $7,897+4.9% | $6,407+29.3% |
| Admin fee / account holder | $2,286 | $14,344-84.1% | $13,129-82.6% | $12,270-81.4% |