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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 | $185,312-81.3% | $161,489-78.6% | $154,746-77.6% |
| Participation rate | 68.8% | 82.5%-13.7pp | 78.7%-9.9pp | 80.7%-12.0pp |
| Annual return | 16.83% | 103.84%-87.0pp | 89.72%-72.9pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,677 | $4,769-64.8% | $4,268-60.7% | $4,379-61.7% |
| Participant deferral / active EE | $3,671 | $6,350-42.2% | $5,630-34.8% | $6,730-45.5% |
| Admin fee / account holder | $644 | $18,654-96.5% | $16,006-96.0% | $14,365-95.5% |