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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 | $33,129 | $185,312-82.1% | $161,489-79.5% | $154,746-78.6% |
| Participation rate | 53.3% | 82.5%-29.1pp | 78.7%-25.4pp | 80.7%-27.4pp |
| Annual return | 11.49% | 103.84%-92.4pp | 89.72%-78.2pp | 172.34%-160.9pp |
| Employer contribution / active EE | $1,359 | $4,769-71.5% | $4,268-68.2% | $4,379-69.0% |
| Participant deferral / active EE | $3,729 | $6,350-41.3% | $5,630-33.8% | $6,730-44.6% |
| Admin fee / account holder | $12,473 | $18,654-33.1% | $16,006-22.1% | $14,365-13.2% |