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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 | $32,398 | $154,228-79.0% | $145,433-77.7% | $137,256-76.4% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 14.38% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $2,226 | $4,804-53.7% | $4,554-51.1% | $4,156-46.4% |
| Participant deferral / active EE | $8,516 | $8,216+3.6% | $7,897+7.8% | $6,407+32.9% |
| Admin fee / account holder | $3,023 | $14,344-78.9% | $13,129-77.0% | $12,270-75.4% |