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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 | $56,762 | $211,224-73.1% | $178,505-68.2% | $145,897-61.1% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 13.26% | 30.28%-17.0pp | 27.16%-13.9pp | 552.29%-539.0pp |
| Employer contribution / active EE | $2,174 | $4,577-52.5% | $3,955-45.0% | $4,663-53.4% |
| Participant deferral / active EE | $3,344 | $6,966-52.0% | $6,280-46.8% | $6,689-50.0% |
| Admin fee / account holder | $1,329 | $12,109-89.0% | $10,428-87.3% | $13,390-90.1% |