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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 | $32,254 | $185,312-82.6% | $161,489-80.0% | $154,746-79.2% |
| Participation rate | 57.9% | 82.5%-24.6pp | 78.7%-20.8pp | 80.7%-22.8pp |
| Annual return | 18.60% | 103.84%-85.2pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,567 | $4,769-46.2% | $4,268-39.9% | $4,379-41.4% |
| Participant deferral / active EE | $4,257 | $6,350-33.0% | $5,630-24.4% | $6,730-36.7% |
| Admin fee / account holder | $2,509 | $18,654-86.5% | $16,006-84.3% | $14,365-82.5% |