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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 | $57,623 | $172,111-66.5% | $150,298-61.7% | $137,256-58.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 17.71% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,290 | $4,636-72.2% | $4,154-68.9% | $4,156-69.0% |
| Participant deferral / active EE | $7,067 | $6,166+14.6% | $5,453+29.6% | $6,407+10.3% |
| Admin fee / account holder | $599 | $16,471-96.4% | $14,116-95.8% | $12,270-95.1% |