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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 | $36,199 | $185,312-80.5% | $161,489-77.6% | $154,746-76.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 16.33% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,770 | $4,769-62.9% | $4,268-58.5% | $4,379-59.6% |
| Participant deferral / active EE | $2,039 | $6,350-67.9% | $5,630-63.8% | $6,730-69.7% |
| Admin fee / account holder | $487 | $18,654-97.4% | $16,006-97.0% | $14,365-96.6% |