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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 | $46,776 | $223,823-79.1% | $211,142-77.8% | $154,746-69.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 28.69% | 50.39%-21.7pp | 46.84%-18.1pp | 172.34%-143.6pp |
| Employer contribution / active EE | $12,047 | $6,787+77.5% | $6,442+87.0% | $4,379+175.1% |
| Participant deferral / active EE | $14,586 | $9,750+49.6% | $9,284+57.1% | $6,730+116.7% |
| Admin fee / account holder | $33,627 | $19,707+70.6% | $19,076+76.3% | $14,365+134.1% |