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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 | $52,446 | $209,336-74.9% | $197,124-73.4% | $137,256-61.8% |
| Participation rate | 57.1% | 87.3%-30.2pp | 86.7%-29.6pp | 80.0%-22.8pp |
| Annual return | 14.20% | 48.09%-33.9pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $4,313 | $6,591-34.6% | $6,227-30.7% | $4,156+3.8% |
| Participant deferral / active EE | $9,768 | $9,614+1.6% | $9,135+6.9% | $6,407+52.5% |
| Admin fee / account holder | $936 | $17,308-94.6% | $16,298-94.3% | $12,270-92.4% |