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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 | $59,335 | $174,379-66.0% | $152,093-61.0% | $138,895-57.3% |
| Participation rate | 33.3% | 81.6%-48.3pp | 77.8%-44.4pp | 79.9%-46.6pp |
| Annual return | 16.42% | 74.86%-58.4pp | 66.36%-49.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,261 | $4,652-51.4% | $4,175-45.8% | $4,194-46.1% |
| Participant deferral / active EE | $7,910 | $6,159+28.4% | $5,451+45.1% | $6,396+23.7% |
| Admin fee / account holder | $1,540 | $16,880-90.9% | $14,497-89.4% | $12,562-87.7% |