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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 | $49,407 | $172,111-71.3% | $150,298-67.1% | $137,256-64.0% |
| Participation rate | 44.4% | 81.7%-37.3pp | 77.8%-33.3pp | 80.0%-35.5pp |
| Annual return | 19.65% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,659 | $4,636-64.2% | $4,154-60.1% | $4,156-60.1% |
| Participant deferral / active EE | $7,951 | $6,166+29.0% | $5,453+45.8% | $6,407+24.1% |
| Admin fee / account holder | $585 | $16,471-96.4% | $14,116-95.9% | $12,270-95.2% |