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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 | $57,607 | $223,823-74.3% | $211,142-72.7% | $154,746-62.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 16.49% | 50.39%-33.9pp | 46.84%-30.3pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,766 | $6,787-74.0% | $6,442-72.6% | $4,379-59.7% |
| Participant deferral / active EE | $6,111 | $9,750-37.3% | $9,284-34.2% | $6,730-9.2% |
| Admin fee / account holder | $2,683 | $19,707-86.4% | $19,076-85.9% | $14,365-81.3% |