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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 | $40,761 | $97,125-58.0% | $86,233-52.7% | $137,256-70.3% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.0%-15.7pp | 80.0%-26.6pp |
| Annual return | 14.47% | 74.19%-59.7pp | 61.39%-46.9pp | 220.34%-205.9pp |
| Employer contribution / active EE | $767 | $2,841-73.0% | $2,504-69.4% | $4,156-81.5% |
| Participant deferral / active EE | $2,565 | $5,180-50.5% | $4,559-43.7% | $6,407-60.0% |
| Admin fee / account holder | $2,059 | $9,725-78.8% | $8,342-75.3% | $12,270-83.2% |