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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 | $69,687 | $185,312-62.4% | $161,489-56.8% | $154,746-55.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 21.80% | 103.84%-82.0pp | 89.72%-67.9pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,738 | $4,769-63.6% | $4,268-59.3% | $4,379-60.3% |
| Participant deferral / active EE | $4,422 | $6,350-30.4% | $5,630-21.5% | $6,730-34.3% |
| Admin fee / account holder | $678 | $18,654-96.4% | $16,006-95.8% | $14,365-95.3% |