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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 | $28,438 | $162,136-82.5% | $152,301-81.3% | $154,746-81.6% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 18.75% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,720 | $4,890-44.4% | $4,624-41.2% | $4,379-37.9% |
| Participant deferral / active EE | $2,920 | $8,341-65.0% | $8,004-63.5% | $6,730-56.6% |
| Admin fee / account holder | $1,928 | $15,759-87.8% | $14,398-86.6% | $14,365-86.6% |