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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 | $41,572 | $172,111-75.8% | $150,298-72.3% | $137,256-69.7% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 24.50% | 69.37%-44.9pp | 62.79%-38.3pp | 220.34%-195.8pp |
| Employer contribution / active EE | $3,249 | $4,636-29.9% | $4,154-21.8% | $4,156-21.8% |
| Participant deferral / active EE | $7,479 | $6,166+21.3% | $5,453+37.2% | $6,407+16.7% |
| Admin fee / account holder | $356 | $16,471-97.8% | $14,116-97.5% | $12,270-97.1% |