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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 | $228,317-77.2% | $185,808-71.9% | $158,931-67.2% |
| Participation rate | 69.2% | 82.3%-13.1pp | 78.0%-8.8pp | 82.0%-12.7pp |
| Annual return | 19.26% | 40.81%-21.5pp | 35.95%-16.7pp | 302.86%-283.6pp |
| Employer contribution / active EE | $2,596 | $4,964-47.7% | $4,086-36.5% | $4,761-45.5% |
| Participant deferral / active EE | $4,924 | $6,415-23.2% | $5,632-12.6% | $5,982-17.7% |
| Admin fee / account holder | $590 | $11,865-95.0% | $9,501-93.8% | $11,247-94.8% |