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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 | $57,337 | $154,228-62.8% | $145,433-60.6% | $137,256-58.2% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 20.18% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,534 | $4,804-26.4% | $4,554-22.4% | $4,156-15.0% |
| Participant deferral / active EE | $8,540 | $8,216+3.9% | $7,897+8.1% | $6,407+33.3% |
| Admin fee / account holder | $315 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |