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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 | $36,233 | $155,555-76.7% | $146,866-75.3% | $155,188-76.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 17.53% | 115.41%-97.9pp | 102.85%-85.3pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,606 | $4,647-65.4% | $4,425-63.7% | $4,248-62.2% |
| Participant deferral / active EE | $7,487 | $8,044-6.9% | $7,759-3.5% | $6,531+14.6% |
| Admin fee / account holder | $748 | $14,755-94.9% | $13,620-94.5% | $14,480-94.8% |