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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 | $59,323 | $185,312-68.0% | $161,489-63.3% | $154,746-61.7% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 19.79% | 103.84%-84.1pp | 89.72%-69.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $2,634 | $4,769-44.8% | $4,268-38.3% | $4,379-39.9% |
| Participant deferral / active EE | $2,473 | $6,350-61.1% | $5,630-56.1% | $6,730-63.3% |
| Admin fee / account holder | $1,067 | $18,654-94.3% | $16,006-93.3% | $14,365-92.6% |