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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 | $63,532 | $185,312-65.7% | $161,489-60.7% | $154,746-58.9% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.7%-21.6pp | 80.7%-23.6pp |
| Annual return | 32.18% | 103.84%-71.7pp | 89.72%-57.5pp | 172.34%-140.2pp |
| Employer contribution / active EE | $1,090 | $4,769-77.2% | $4,268-74.5% | $4,379-75.1% |
| Participant deferral / active EE | $6,909 | $6,350+8.8% | $5,630+22.7% | $6,730+2.7% |
| Admin fee / account holder | $1,536 | $18,654-91.8% | $16,006-90.4% | $14,365-89.3% |