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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 | $51,025 | $172,111-70.4% | $150,298-66.1% | $137,256-62.8% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 17.99% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,299 | $4,636-50.4% | $4,154-44.6% | $4,156-44.7% |
| Participant deferral / active EE | $8,379 | $6,166+35.9% | $5,453+53.7% | $6,407+30.8% |
| Admin fee / account holder | $839 | $16,471-94.9% | $14,116-94.1% | $12,270-93.2% |