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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 | $74,302 | $209,336-64.5% | $197,124-62.3% | $137,256-45.9% |
| Participation rate | 69.2% | 87.3%-18.1pp | 86.7%-17.5pp | 80.0%-10.7pp |
| Annual return | 22.34% | 48.09%-25.7pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,184 | $6,591-66.9% | $6,227-64.9% | $4,156-47.4% |
| Participant deferral / active EE | $5,683 | $9,614-40.9% | $9,135-37.8% | $6,407-11.3% |
| Admin fee / account holder | $323 | $17,308-98.1% | $16,298-98.0% | $12,270-97.4% |