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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 | $56,741 | $182,442-68.9% | $163,379-65.3% | $138,895-59.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 22.44% | 72.74%-50.3pp | 63.41%-41.0pp | 145.39%-123.0pp |
| Employer contribution / active EE | $3,107 | $4,159-25.3% | $3,752-17.2% | $4,194-25.9% |
| Participant deferral / active EE | $13,941 | $6,817+104.5% | $6,282+121.9% | $6,396+118.0% |
| Admin fee / account holder | $1,252 | $10,396-88.0% | $9,818-87.3% | $12,562-90.0% |