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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 | $52,136 | $228,395-77.2% | $185,861-71.9% | $158,982-67.2% |
| Participation rate | 69.2% | 82.3%-13.1pp | 78.0%-8.8pp | 82.0%-12.7pp |
| Annual return | 19.26% | 40.82%-21.6pp | 35.96%-16.7pp | 302.99%-283.7pp |
| Employer contribution / active EE | $2,596 | $4,968-47.7% | $4,088-36.5% | $4,763-45.5% |
| Participant deferral / active EE | $4,924 | $6,417-23.3% | $5,634-12.6% | $5,983-17.7% |
| Admin fee / account holder | $590 | $11,869-95.0% | $9,503-93.8% | $11,252-94.8% |