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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 | $33,661 | $162,136-79.2% | $152,301-77.9% | $154,746-78.2% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 13.08% | 91.02%-77.9pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $1,247 | $4,890-74.5% | $4,624-73.0% | $4,379-71.5% |
| Participant deferral / active EE | $4,266 | $8,341-48.9% | $8,004-46.7% | $6,730-36.6% |
| Admin fee / account holder | $1,961 | $15,759-87.6% | $14,398-86.4% | $14,365-86.3% |