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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 | $174,379-77.3% | $152,093-74.0% | $138,895-71.6% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 18.84% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,340 | $4,652-71.2% | $4,175-67.9% | $4,194-68.1% |
| Participant deferral / active EE | $3,755 | $6,159-39.0% | $5,451-31.1% | $6,396-41.3% |
| Admin fee / account holder | $4,783 | $16,880-71.7% | $14,497-67.0% | $12,562-61.9% |