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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 | $39,514 | $181,062-78.2% | $158,223-75.0% | $155,188-74.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 18.84% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-130.0pp |
| Employer contribution / active EE | $1,340 | $4,565-70.6% | $4,109-67.4% | $4,248-68.5% |
| Participant deferral / active EE | $3,755 | $6,134-38.8% | $5,467-31.3% | $6,531-42.5% |
| Admin fee / account holder | $4,783 | $18,825-74.6% | $16,047-70.2% | $14,480-67.0% |