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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 | $51,423 | $162,136-68.3% | $152,301-66.2% | $154,746-66.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 13.11% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,792 | $4,890-63.4% | $4,624-61.3% | $4,379-59.1% |
| Participant deferral / active EE | $3,812 | $8,341-54.3% | $8,004-52.4% | $6,730-43.4% |
| Admin fee / account holder | $906 | $15,759-94.2% | $14,398-93.7% | $14,365-93.7% |