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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 | $43,188 | $93,589-53.9% | $135,942-68.2% | $75,181-42.6% |
| Participation rate | 62.1% | 75.2%-13.1pp | 81.9%-19.8pp | 67.2%-5.1pp |
| Annual return | 17.17% | 30.90%-13.7pp | 68.28%-51.1pp | 160.69%-143.5pp |
| Employer contribution / active EE | $5,097 | $3,537+44.1% | $4,858+4.9% | $2,671+90.9% |
| Participant deferral / active EE | $10,764 | $6,405+68.0% | $7,759+38.7% | $4,126+160.9% |
| Admin fee / account holder | $17,810 | $6,977+155.2% | $10,764+65.5% | $5,650+215.2% |