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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 | $32,937 | $162,812-79.8% | $133,971-75.4% | $158,966-79.3% |
| Participation rate | 68.2% | 83.2%-15.0pp | 79.8%-11.7pp | 82.0%-13.8pp |
| Annual return | 17.72% | 41.94%-24.2pp | 45.09%-27.4pp | 302.95%-285.2pp |
| Employer contribution / active EE | $1,923 | $4,976-61.4% | $3,919-50.9% | $4,762-59.6% |
| Participant deferral / active EE | $3,925 | $5,910-33.6% | $5,047-22.2% | $5,983-34.4% |
| Admin fee / account holder | $1,609 | $11,741-86.3% | $8,929-82.0% | $11,250-85.7% |