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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 | $25,780 | $162,136-84.1% | $152,301-83.1% | $154,746-83.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 23.28% | 91.02%-67.7pp | 80.50%-57.2pp | 172.34%-149.1pp |
| Employer contribution / active EE | $1,858 | $4,890-62.0% | $4,624-59.8% | $4,379-57.6% |
| Participant deferral / active EE | $3,079 | $8,341-63.1% | $8,004-61.5% | $6,730-54.3% |
| Admin fee / account holder | $6,025 | $15,759-61.8% | $14,398-58.2% | $14,365-58.1% |