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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 | $47,456 | $174,379-72.8% | $152,093-68.8% | $138,895-65.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 46.34% | 74.86%-28.5pp | 66.36%-20.0pp | 145.39%-99.1pp |
| Employer contribution / active EE | $2,898 | $4,652-37.7% | $4,175-30.6% | $4,194-30.9% |
| Participant deferral / active EE | $6,209 | $6,159+0.8% | $5,451+13.9% | $6,396-2.9% |
| Admin fee / account holder | $510 | $16,880-97.0% | $14,497-96.5% | $12,562-95.9% |