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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 | $51,267 | $108,825-52.9% | $156,181-67.2% | $82,448-37.8% |
| Participation rate | 69.7% | 72.4%-2.7pp | 78.8%-9.1pp | 68.1%+1.6pp |
| Annual return | 46.57% | 20.59%+26.0pp | 64.87%-18.3pp | 41.64%+4.9pp |
| Employer contribution / active EE | $2,305 | $2,870-19.7% | $4,294-46.3% | $2,551-9.7% |
| Participant deferral / active EE | $6,703 | $4,577+46.4% | $6,132+9.3% | $4,139+61.9% |
| Admin fee / account holder | $961 | $9,341-89.7% | $14,586-93.4% | $7,234-86.7% |