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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 | $67,495 | $185,312-63.6% | $161,489-58.2% | $154,746-56.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 20.11% | 103.84%-83.7pp | 89.72%-69.6pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,574 | $4,769-67.0% | $4,268-63.1% | $4,379-64.1% |
| Participant deferral / active EE | $7,549 | $6,350+18.9% | $5,630+34.1% | $6,730+12.2% |
| Admin fee / account holder | $638 | $18,654-96.6% | $16,006-96.0% | $14,365-95.6% |