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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 | $50,464 | $178,174-71.7% | $156,181-67.7% | $137,256-63.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 13.61% | 84.19%-70.6pp | 64.87%-51.3pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,279 | $4,972-74.3% | $4,294-70.2% | $4,156-69.2% |
| Participant deferral / active EE | $8,070 | $6,888+17.2% | $6,132+31.6% | $6,407+26.0% |
| Admin fee / account holder | $598 | $17,404-96.6% | $14,586-95.9% | $12,270-95.1% |