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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 | $50,782 | $172,111-70.5% | $150,298-66.2% | $137,256-63.0% |
| Participation rate | 68.8% | 81.7%-13.0pp | 77.8%-9.0pp | 80.0%-11.2pp |
| Annual return | 21.48% | 69.37%-47.9pp | 62.79%-41.3pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,938 | $4,636-58.2% | $4,154-53.3% | $4,156-53.4% |
| Participant deferral / active EE | $6,943 | $6,166+12.6% | $5,453+27.3% | $6,407+8.4% |
| Admin fee / account holder | $314 | $16,471-98.1% | $14,116-97.8% | $12,270-97.4% |