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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 | $29,846 | $178,174-83.2% | $156,181-80.9% | $137,256-78.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 22.61% | 84.19%-61.6pp | 64.87%-42.3pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,623 | $4,972-67.4% | $4,294-62.2% | $4,156-61.0% |
| Participant deferral / active EE | $3,993 | $6,888-42.0% | $6,132-34.9% | $6,407-37.7% |
| Admin fee / account holder | $1,380 | $17,404-92.1% | $14,586-90.5% | $12,270-88.8% |