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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 | $32,424 | $125,778-74.2% | $114,563-71.7% | $154,746-79.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 23.70% | 295.14%-271.4pp | 241.09%-217.4pp | 172.34%-148.6pp |
| Employer contribution / active EE | $1,259 | $2,806-55.1% | $2,592-51.4% | $4,379-71.3% |
| Participant deferral / active EE | $4,743 | $4,445+6.7% | $4,142+14.5% | $6,730-29.5% |
| Admin fee / account holder | $1,499 | $8,190-81.7% | $7,623-80.3% | $14,365-89.6% |