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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 | $35,015 | $155,555-77.5% | $146,866-76.2% | $155,188-77.4% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.5%-52.5pp | 80.8%-50.8pp |
| Annual return | 15.13% | 115.41%-100.3pp | 102.85%-87.7pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,505 | $4,647-67.6% | $4,425-66.0% | $4,248-64.6% |
| Participant deferral / active EE | $3,291 | $8,044-59.1% | $7,759-57.6% | $6,531-49.6% |
| Admin fee / account holder | $690 | $14,755-95.3% | $13,620-94.9% | $14,480-95.2% |