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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 | $34,930 | $209,336-83.3% | $197,124-82.3% | $137,256-74.6% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 16.65% | 48.09%-31.4pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,883 | $6,591-71.4% | $6,227-69.8% | $4,156-54.7% |
| Participant deferral / active EE | $3,393 | $9,614-64.7% | $9,135-62.9% | $6,407-47.0% |
| Admin fee / account holder | $645 | $17,308-96.3% | $16,298-96.0% | $12,270-94.7% |