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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 | $70,002 | $174,379-59.9% | $152,093-54.0% | $138,895-49.6% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 16.03% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $4,279 | $4,652-8.0% | $4,175+2.5% | $4,194+2.0% |
| Participant deferral / active EE | $8,031 | $6,159+30.4% | $5,451+47.3% | $6,396+25.6% |
| Admin fee / account holder | $772 | $16,880-95.4% | $14,497-94.7% | $12,562-93.9% |