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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 | $38,857 | $209,336-81.4% | $197,124-80.3% | $137,256-71.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 17.77% | 48.09%-30.3pp | 44.34%-26.6pp | 220.34%-202.6pp |
| Employer contribution / active EE | $2,020 | $6,591-69.4% | $6,227-67.6% | $4,156-51.4% |
| Participant deferral / active EE | $5,859 | $9,614-39.1% | $9,135-35.9% | $6,407-8.6% |
| Admin fee / account holder | $532 | $17,308-96.9% | $16,298-96.7% | $12,270-95.7% |