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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 | $33,850 | $199,109-83.0% | $173,730-80.5% | $154,746-78.1% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.6%-39.6pp | 80.7%-40.7pp |
| Annual return | 22.95% | 20.02%+2.9pp | 19.96%+3.0pp | 172.34%-149.4pp |
| Employer contribution / active EE | $1,644 | $5,311-69.0% | $4,577-64.1% | $4,379-62.5% |
| Participant deferral / active EE | $3,976 | $7,113-44.1% | $6,326-37.2% | $6,730-40.9% |
| Admin fee / account holder | $315 | $20,916-98.5% | $17,523-98.2% | $14,365-97.8% |