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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 | $32,827 | $182,442-82.0% | $163,379-79.9% | $138,895-76.4% |
| Participation rate | 41.7% | 79.8%-38.1pp | 76.8%-35.2pp | 79.9%-38.3pp |
| Annual return | 18.41% | 72.74%-54.3pp | 63.41%-45.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $768 | $4,159-81.5% | $3,752-79.5% | $4,194-81.7% |
| Participant deferral / active EE | $1,270 | $6,817-81.4% | $6,282-79.8% | $6,396-80.1% |
| Admin fee / account holder | $4,765 | $10,396-54.2% | $9,818-51.5% | $12,562-62.1% |