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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 | $30,727 | $181,062-83.0% | $158,223-80.6% | $155,188-80.2% |
| Participation rate | 52.9% | 82.7%-29.7pp | 79.2%-26.3pp | 80.8%-27.9pp |
| Annual return | 18.66% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,028 | $4,565-77.5% | $4,109-75.0% | $4,248-75.8% |
| Participant deferral / active EE | $4,803 | $6,134-21.7% | $5,467-12.1% | $6,531-26.5% |
| Admin fee / account holder | $1,258 | $18,825-93.3% | $16,047-92.2% | $14,480-91.3% |