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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 | $156,398-67.6% | $147,318-65.6% | $138,895-63.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 16.41% | 78.75%-62.3pp | 70.43%-54.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $1,879 | $4,853-61.3% | $4,593-59.1% | $4,194-55.2% |
| Participant deferral / active EE | $8,282 | $8,237+0.5% | $7,906+4.8% | $6,396+29.5% |
| Admin fee / account holder | $2,286 | $14,976-84.7% | $13,708-83.3% | $12,562-81.8% |