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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 | $72,856 | $223,823-67.4% | $211,142-65.5% | $154,746-52.9% |
| Participation rate | 57.1% | 87.9%-30.7pp | 87.3%-30.1pp | 80.7%-23.6pp |
| Annual return | 13.33% | 50.39%-37.1pp | 46.84%-33.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $2,799 | $6,787-58.8% | $6,442-56.6% | $4,379-36.1% |
| Participant deferral / active EE | $9,927 | $9,750+1.8% | $9,284+6.9% | $6,730+47.5% |
| Admin fee / account holder | $1,156 | $19,707-94.1% | $19,076-93.9% | $14,365-92.0% |