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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 | $48,144 | $139,948-65.6% | $121,663-60.4% | $154,746-68.9% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.5%-14.5pp | 80.7%-20.7pp |
| Annual return | 17.11% | 230.52%-213.4pp | 147.54%-130.4pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,062 | $3,521-69.8% | $3,020-64.8% | $4,379-75.7% |
| Participant deferral / active EE | $7,534 | $5,629+33.8% | $4,887+54.2% | $6,730+11.9% |
| Admin fee / account holder | $483 | $17,321-97.2% | $14,289-96.6% | $14,365-96.6% |