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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 | $45,792 | $223,823-79.5% | $211,142-78.3% | $154,746-70.4% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 18.80% | 50.39%-31.6pp | 46.84%-28.0pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,621 | $6,787-76.1% | $6,442-74.8% | $4,379-63.0% |
| Participant deferral / active EE | $4,032 | $9,750-58.6% | $9,284-56.6% | $6,730-40.1% |
| Admin fee / account holder | $602 | $19,707-96.9% | $19,076-96.8% | $14,365-95.8% |