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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 | $98,208 | $185,312-47.0% | $161,489-39.2% | $154,746-36.5% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.7%-34.3pp | 80.7%-36.3pp |
| Annual return | 11.95% | 103.84%-91.9pp | 89.72%-77.8pp | 172.34%-160.4pp |
| Employer contribution / active EE | $1,483 | $4,769-68.9% | $4,268-65.3% | $4,379-66.1% |
| Participant deferral / active EE | $2,540 | $6,350-60.0% | $5,630-54.9% | $6,730-62.3% |
| Admin fee / account holder | $1,001 | $18,654-94.6% | $16,006-93.7% | $14,365-93.0% |