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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 | $53,042 | $212,386-75.0% | $199,883-73.5% | $138,895-61.8% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 17.77% | 47.75%-30.0pp | 43.81%-26.0pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,482 | $6,625-62.5% | $6,261-60.4% | $4,194-40.8% |
| Participant deferral / active EE | $16,573 | $9,617+72.3% | $9,138+81.4% | $6,396+159.1% |
| Admin fee / account holder | $3,900 | $18,233-78.6% | $17,268-77.4% | $12,562-69.0% |