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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 | $67,368 | $185,312-63.6% | $161,489-58.3% | $154,746-56.5% |
| Participation rate | 45.8% | 82.5%-36.6pp | 78.7%-32.9pp | 80.7%-34.9pp |
| Annual return | 19.30% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,433 | $4,769-69.9% | $4,268-66.4% | $4,379-67.3% |
| Participant deferral / active EE | $2,277 | $6,350-64.1% | $5,630-59.5% | $6,730-66.2% |
| Admin fee / account holder | $2,225 | $18,654-88.1% | $16,006-86.1% | $14,365-84.5% |