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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 | $40,001 | $185,312-78.4% | $161,489-75.2% | $154,746-74.2% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.7%-15.1pp | 80.7%-17.1pp |
| Annual return | 13.61% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,397 | $4,769-70.7% | $4,268-67.3% | $4,379-68.1% |
| Participant deferral / active EE | $4,394 | $6,350-30.8% | $5,630-22.0% | $6,730-34.7% |
| Admin fee / account holder | $6,101 | $18,654-67.3% | $16,006-61.9% | $14,365-57.5% |