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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 | $48,997 | $154,228-68.2% | $145,433-66.3% | $137,256-64.3% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 22.11% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,364 | $4,804-71.6% | $4,554-70.1% | $4,156-67.2% |
| Participant deferral / active EE | $8,328 | $8,216+1.4% | $7,897+5.4% | $6,407+30.0% |
| Admin fee / account holder | $3,058 | $14,344-78.7% | $13,129-76.7% | $12,270-75.1% |