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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 | $29,456 | $174,379-83.1% | $152,093-80.6% | $138,895-78.8% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 20.50% | 74.86%-54.4pp | 66.36%-45.9pp | 145.39%-124.9pp |
| Employer contribution / active EE | $2,014 | $4,652-56.7% | $4,175-51.7% | $4,194-52.0% |
| Participant deferral / active EE | $12,167 | $6,159+97.6% | $5,451+123.2% | $6,396+90.2% |
| Admin fee / account holder | $6,933 | $16,880-58.9% | $14,497-52.2% | $12,562-44.8% |