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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 | $54,266 | $181,062-70.0% | $158,223-65.7% | $155,188-65.0% |
| Participation rate | 55.6% | 82.7%-27.1pp | 79.2%-23.6pp | 80.8%-25.2pp |
| Annual return | 16.43% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $1,869 | $4,565-59.0% | $4,109-54.5% | $4,248-56.0% |
| Participant deferral / active EE | $6,350 | $6,134+3.5% | $5,467+16.2% | $6,531-2.8% |
| Admin fee / account holder | $349 | $18,825-98.1% | $16,047-97.8% | $14,480-97.6% |