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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 | $63,318 | $185,312-65.8% | $161,489-60.8% | $154,746-59.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 24.65% | 103.84%-79.2pp | 89.72%-65.1pp | 172.34%-147.7pp |
| Employer contribution / active EE | $1,392 | $4,769-70.8% | $4,268-67.4% | $4,379-68.2% |
| Participant deferral / active EE | $6,345 | $6,350-0.1% | $5,630+12.7% | $6,730-5.7% |
| Admin fee / account holder | $1,055 | $18,654-94.3% | $16,006-93.4% | $14,365-92.7% |