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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 | $40,414 | $162,136-75.1% | $152,301-73.5% | $154,746-73.9% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 15.69% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,062 | $4,890-78.3% | $4,624-77.0% | $4,379-75.7% |
| Participant deferral / active EE | $2,830 | $8,341-66.1% | $8,004-64.6% | $6,730-57.9% |
| Admin fee / account holder | $2,572 | $15,759-83.7% | $14,398-82.1% | $14,365-82.1% |