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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 | $57,539 | $185,312-69.0% | $161,489-64.4% | $154,746-62.8% |
| Participation rate | 56.3% | 82.5%-26.2pp | 78.7%-22.4pp | 80.7%-24.5pp |
| Annual return | 11.74% | 103.84%-92.1pp | 89.72%-78.0pp | 172.34%-160.6pp |
| Employer contribution / active EE | $1,642 | $4,769-65.6% | $4,268-61.5% | $4,379-62.5% |
| Participant deferral / active EE | $2,982 | $6,350-53.0% | $5,630-47.0% | $6,730-55.7% |
| Admin fee / account holder | $1,263 | $18,654-93.2% | $16,006-92.1% | $14,365-91.2% |