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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 | $57,190 | $209,336-72.7% | $197,124-71.0% | $137,256-58.3% |
| Participation rate | 59.1% | 87.3%-28.2pp | 86.7%-27.6pp | 80.0%-20.9pp |
| Annual return | 17.68% | 48.09%-30.4pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,238 | $6,591-50.9% | $6,227-48.0% | $4,156-22.1% |
| Participant deferral / active EE | $6,322 | $9,614-34.2% | $9,135-30.8% | $6,407-1.3% |
| Admin fee / account holder | $2,742 | $17,308-84.2% | $16,298-83.2% | $12,270-77.7% |