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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 | $57,486 | $185,312-69.0% | $161,489-64.4% | $154,746-62.9% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 16.09% | 103.84%-87.7pp | 89.72%-73.6pp | 172.34%-156.2pp |
| Employer contribution / active EE | $1,793 | $4,769-62.4% | $4,268-58.0% | $4,379-59.1% |
| Participant deferral / active EE | $8,963 | $6,350+41.2% | $5,630+59.2% | $6,730+33.2% |
| Admin fee / account holder | $11,590 | $18,654-37.9% | $16,006-27.6% | $14,365-19.3% |