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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 | $34,641 | $154,228-77.5% | $145,433-76.2% | $137,256-74.8% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 27.61% | 74.59%-47.0pp | 66.58%-39.0pp | 220.34%-192.7pp |
| Employer contribution / active EE | $2,511 | $4,804-47.7% | $4,554-44.9% | $4,156-39.6% |
| Participant deferral / active EE | $6,085 | $8,216-25.9% | $7,897-22.9% | $6,407-5.0% |
| Admin fee / account holder | $448 | $14,344-96.9% | $13,129-96.6% | $12,270-96.3% |