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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 | $36,670 | $185,312-80.2% | $161,489-77.3% | $154,746-76.3% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 22.27% | 103.84%-81.6pp | 89.72%-67.5pp | 172.34%-150.1pp |
| Employer contribution / active EE | $2,088 | $4,769-56.2% | $4,268-51.1% | $4,379-52.3% |
| Participant deferral / active EE | $8,638 | $6,350+36.0% | $5,630+53.4% | $6,730+28.3% |
| Admin fee / account holder | $505 | $18,654-97.3% | $16,006-96.8% | $14,365-96.5% |