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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 | $44,105 | $174,379-74.7% | $152,093-71.0% | $138,895-68.2% |
| Participation rate | 64.7% | 81.6%-16.9pp | 77.8%-13.1pp | 79.9%-15.2pp |
| Annual return | 18.11% | 74.86%-56.7pp | 66.36%-48.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,156 | $4,652-75.2% | $4,175-72.3% | $4,194-72.4% |
| Participant deferral / active EE | $6,613 | $6,159+7.4% | $5,451+21.3% | $6,396+3.4% |
| Admin fee / account holder | $393 | $16,880-97.7% | $14,497-97.3% | $12,562-96.9% |