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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 | $43,921 | $172,111-74.5% | $150,298-70.8% | $137,256-68.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 24.30% | 69.37%-45.1pp | 62.79%-38.5pp | 220.34%-196.0pp |
| Employer contribution / active EE | $4,022 | $4,636-13.2% | $4,154-3.2% | $4,156-3.2% |
| Participant deferral / active EE | $8,117 | $6,166+31.7% | $5,453+48.9% | $6,407+26.7% |
| Admin fee / account holder | $1,325 | $16,471-92.0% | $14,116-90.6% | $12,270-89.2% |