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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 | $31,272 | $185,312-83.1% | $161,489-80.6% | $154,746-79.8% |
| Participation rate | 46.7% | 82.5%-35.8pp | 78.7%-32.0pp | 80.7%-34.0pp |
| Annual return | 19.51% | 103.84%-84.3pp | 89.72%-70.2pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,047 | $4,769-78.1% | $4,268-75.5% | $4,379-76.1% |
| Participant deferral / active EE | $2,704 | $6,350-57.4% | $5,630-52.0% | $6,730-59.8% |
| Admin fee / account holder | $2,559 | $18,654-86.3% | $16,006-84.0% | $14,365-82.2% |