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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 | $36,047 | $185,312-80.5% | $161,489-77.7% | $154,746-76.7% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.7%-37.0pp | 80.7%-39.0pp |
| Annual return | 14.13% | 103.84%-89.7pp | 89.72%-75.6pp | 172.34%-158.2pp |
| Employer contribution / active EE | $1,227 | $4,769-74.3% | $4,268-71.2% | $4,379-72.0% |
| Participant deferral / active EE | $5,177 | $6,350-18.5% | $5,630-8.0% | $6,730-23.1% |
| Admin fee / account holder | $1,294 | $18,654-93.1% | $16,006-91.9% | $14,365-91.0% |