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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 | $77,930 | $97,125-19.8% | $86,233-9.6% | $137,256-43.2% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.0%-31.5pp | 80.0%-42.5pp |
| Annual return | 17.80% | 74.19%-56.4pp | 61.39%-43.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $658 | $2,841-76.8% | $2,504-73.7% | $4,156-84.2% |
| Participant deferral / active EE | $6,434 | $5,180+24.2% | $4,559+41.1% | $6,407+0.4% |
| Admin fee / account holder | $696 | $9,725-92.8% | $8,342-91.7% | $12,270-94.3% |