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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 | $212,386-73.1% | $199,883-71.4% | $138,895-58.8% |
| Participation rate | 59.1% | 87.4%-28.3pp | 86.8%-27.7pp | 79.9%-20.8pp |
| Annual return | 17.68% | 47.75%-30.1pp | 43.81%-26.1pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,238 | $6,625-51.1% | $6,261-48.3% | $4,194-22.8% |
| Participant deferral / active EE | $6,322 | $9,617-34.3% | $9,138-30.8% | $6,396-1.2% |
| Admin fee / account holder | $2,742 | $18,233-85.0% | $17,268-84.1% | $12,562-78.2% |