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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 | $30,722 | $181,062-83.0% | $158,223-80.6% | $155,188-80.2% |
| Participation rate | 68.8% | 82.7%-13.9pp | 79.2%-10.5pp | 80.8%-12.1pp |
| Annual return | 16.51% | 57.39%-40.9pp | 52.09%-35.6pp | 148.84%-132.3pp |
| Employer contribution / active EE | $1,372 | $4,565-69.9% | $4,109-66.6% | $4,248-67.7% |
| Participant deferral / active EE | $2,768 | $6,134-54.9% | $5,467-49.4% | $6,531-57.6% |
| Admin fee / account holder | $653 | $18,825-96.5% | $16,047-95.9% | $14,480-95.5% |