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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 | $30,619 | $154,228-80.1% | $145,433-78.9% | $137,256-77.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 21.41% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,233 | $4,804-53.5% | $4,554-51.0% | $4,156-46.3% |
| Participant deferral / active EE | $2,695 | $8,216-67.2% | $7,897-65.9% | $6,407-57.9% |
| Admin fee / account holder | $1,519 | $14,344-89.4% | $13,129-88.4% | $12,270-87.6% |