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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 | $43,624 | $110,379-60.5% | $102,412-57.4% | $145,884-70.1% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 9.93% | 24.84%-14.9pp | 24.94%-15.0pp | 551.85%-541.9pp |
| Employer contribution / active EE | $4,391 | $4,216+4.1% | $3,870+13.5% | $4,662-5.8% |
| Participant deferral / active EE | $12,972 | $5,622+130.7% | $5,060+156.3% | $6,690+93.9% |
| Admin fee / account holder | $6,128 | $9,745-37.1% | $8,388-26.9% | $13,392-54.2% |