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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 | $52,395 | $211,288-75.2% | $178,540-70.7% | $145,884-64.1% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 13.69% | 30.27%-16.6pp | 27.15%-13.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $688 | $4,574-85.0% | $3,953-82.6% | $4,662-85.2% |
| Participant deferral / active EE | $9,986 | $6,967+43.3% | $6,281+59.0% | $6,690+49.3% |
| Admin fee / account holder | $13,534 | $12,105+11.8% | $10,424+29.8% | $13,392+1.1% |