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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 | $181,062-79.7% | $158,223-76.8% | $155,188-76.4% |
| Participation rate | 63.6% | 82.7%-19.0pp | 79.2%-15.6pp | 80.8%-17.2pp |
| Annual return | 22.27% | 57.39%-35.1pp | 52.09%-29.8pp | 148.84%-126.6pp |
| Employer contribution / active EE | $2,088 | $4,565-54.3% | $4,109-49.2% | $4,248-50.9% |
| Participant deferral / active EE | $8,638 | $6,134+40.8% | $5,467+58.0% | $6,531+32.3% |
| Admin fee / account holder | $505 | $18,825-97.3% | $16,047-96.9% | $14,480-96.5% |