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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 | $27,668 | $185,312-85.1% | $161,489-82.9% | $154,746-82.1% |
| Participation rate | 68.4% | 82.5%-14.0pp | 78.7%-10.3pp | 80.7%-12.3pp |
| Annual return | 14.68% | 103.84%-89.2pp | 89.72%-75.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $1,057 | $4,769-77.8% | $4,268-75.2% | $4,379-75.9% |
| Participant deferral / active EE | $3,339 | $6,350-47.4% | $5,630-40.7% | $6,730-50.4% |
| Admin fee / account holder | $1,464 | $18,654-92.2% | $16,006-90.9% | $14,365-89.8% |