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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 | $61,422 | $112,729-45.5% | $98,716-37.8% | $137,256-55.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 15.62% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $5,012 | $2,725+83.9% | $2,279+120.0% | $4,156+20.6% |
| Participant deferral / active EE | $10,333 | $4,640+122.7% | $4,048+155.3% | $6,407+61.3% |
| Admin fee / account holder | $477 | $10,129-95.3% | $8,703-94.5% | $12,270-96.1% |