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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 | $43,826 | $165,381-73.5% | $149,730-70.7% | $158,966-72.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 15.54% | 348.29%-332.8pp | 276.70%-261.2pp | 302.95%-287.4pp |
| Employer contribution / active EE | $1,530 | $5,104-70.0% | $4,645-67.1% | $4,762-67.9% |
| Participant deferral / active EE | $4,484 | $7,182-37.6% | $6,843-34.5% | $5,983-25.0% |
| Admin fee / account holder | $367 | $10,809-96.6% | $9,310-96.1% | $11,250-96.7% |