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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 | $34,633 | $172,111-79.9% | $150,298-77.0% | $137,256-74.8% |
| Participation rate | 68.8% | 81.7%-13.0pp | 77.8%-9.0pp | 80.0%-11.2pp |
| Annual return | 16.83% | 69.37%-52.5pp | 62.79%-46.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,677 | $4,636-63.8% | $4,154-59.6% | $4,156-59.6% |
| Participant deferral / active EE | $3,671 | $6,166-40.5% | $5,453-32.7% | $6,407-42.7% |
| Admin fee / account holder | $644 | $16,471-96.1% | $14,116-95.4% | $12,270-94.7% |