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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 | $33,424 | $155,555-78.5% | $146,866-77.2% | $155,188-78.5% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.5%-27.0pp | 80.8%-25.2pp |
| Annual return | 20.55% | 115.41%-94.9pp | 102.85%-82.3pp | 148.84%-128.3pp |
| Employer contribution / active EE | $907 | $4,647-80.5% | $4,425-79.5% | $4,248-78.7% |
| Participant deferral / active EE | $3,331 | $8,044-58.6% | $7,759-57.1% | $6,531-49.0% |
| Admin fee / account holder | $8,448 | $14,755-42.7% | $13,620-38.0% | $14,480-41.7% |