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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 | $58,702 | $209,336-72.0% | $197,124-70.2% | $137,256-57.2% |
| Participation rate | 63.6% | 87.3%-23.7pp | 86.7%-23.1pp | 80.0%-16.3pp |
| Annual return | 14.93% | 48.09%-33.2pp | 44.34%-29.4pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,683 | $6,591-74.5% | $6,227-73.0% | $4,156-59.5% |
| Participant deferral / active EE | $6,180 | $9,614-35.7% | $9,135-32.3% | $6,407-3.5% |
| Admin fee / account holder | $1,716 | $17,308-90.1% | $16,298-89.5% | $12,270-86.0% |