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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 | $49,412 | $183,516-73.1% | $155,534-68.2% | $145,884-66.1% |
| Participation rate | 68.8% | 82.7%-14.0pp | 78.2%-9.5pp | 80.3%-11.6pp |
| Annual return | 12.86% | 61.43%-48.6pp | 64.92%-52.1pp | 551.85%-539.0pp |
| Employer contribution / active EE | $1,542 | $5,315-71.0% | $4,675-67.0% | $4,662-66.9% |
| Participant deferral / active EE | $6,007 | $6,467-7.1% | $5,630+6.7% | $6,690-10.2% |
| Admin fee / account holder | $3,325 | $19,293-82.8% | $15,900-79.1% | $13,392-75.2% |