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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 | $185,312-83.4% | $161,489-81.0% | $154,746-80.1% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 16.51% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,372 | $4,769-71.2% | $4,268-67.8% | $4,379-68.7% |
| Participant deferral / active EE | $2,768 | $6,350-56.4% | $5,630-50.8% | $6,730-58.9% |
| Admin fee / account holder | $653 | $18,654-96.5% | $16,006-95.9% | $14,365-95.5% |