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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 | $40,798 | $99,053-58.8% | $88,179-53.7% | $138,895-70.6% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.1%-4.1pp | 79.9%-14.9pp |
| Annual return | 20.81% | 78.17%-57.4pp | 64.97%-44.2pp | 145.39%-124.6pp |
| Employer contribution / active EE | $1,325 | $2,882-54.0% | $2,549-48.0% | $4,194-68.4% |
| Participant deferral / active EE | $1,783 | $5,225-65.9% | $4,614-61.4% | $6,396-72.1% |
| Admin fee / account holder | $557 | $8,748-93.6% | $7,673-92.7% | $12,562-95.6% |