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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 | $30,546 | $212,386-85.6% | $199,883-84.7% | $138,895-78.0% |
| Participation rate | 69.2% | 87.4%-18.1pp | 86.8%-17.5pp | 79.9%-10.7pp |
| Annual return | 27.44% | 47.75%-20.3pp | 43.81%-16.4pp | 145.39%-118.0pp |
| Employer contribution / active EE | $2,467 | $6,625-62.8% | $6,261-60.6% | $4,194-41.2% |
| Participant deferral / active EE | $3,734 | $9,617-61.2% | $9,138-59.1% | $6,396-41.6% |
| Admin fee / account holder | $737 | $18,233-96.0% | $17,268-95.7% | $12,562-94.1% |