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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 | $185,312-72.6% | $161,489-68.6% | $154,746-67.2% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 21.48% | 103.84%-82.4pp | 89.72%-68.2pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,938 | $4,769-59.4% | $4,268-54.6% | $4,379-55.7% |
| Participant deferral / active EE | $6,943 | $6,350+9.3% | $5,630+23.3% | $6,730+3.2% |
| Admin fee / account holder | $314 | $18,654-98.3% | $16,006-98.0% | $14,365-97.8% |