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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 | $33,739 | $185,312-81.8% | $161,489-79.1% | $154,746-78.2% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.7%-33.2pp | 80.7%-35.2pp |
| Annual return | 17.44% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,732 | $4,769-63.7% | $4,268-59.4% | $4,379-60.5% |
| Participant deferral / active EE | $2,070 | $6,350-67.4% | $5,630-63.2% | $6,730-69.2% |
| Admin fee / account holder | $3,292 | $18,654-82.4% | $16,006-79.4% | $14,365-77.1% |