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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 | $38,913 | $174,379-77.7% | $152,093-74.4% | $138,895-72.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 19.86% | 74.86%-55.0pp | 66.36%-46.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,721 | $4,652-63.0% | $4,175-58.8% | $4,194-59.0% |
| Participant deferral / active EE | $2,746 | $6,159-55.4% | $5,451-49.6% | $6,396-57.1% |
| Admin fee / account holder | $1,761 | $16,880-89.6% | $14,497-87.9% | $12,562-86.0% |