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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 | $223,823-84.4% | $211,142-83.5% | $154,746-77.4% |
| Participation rate | 60.0% | 87.9%-27.9pp | 87.3%-27.3pp | 80.7%-20.7pp |
| Annual return | 16.65% | 50.39%-33.7pp | 46.84%-30.2pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,883 | $6,787-72.2% | $6,442-70.8% | $4,379-57.0% |
| Participant deferral / active EE | $3,393 | $9,750-65.2% | $9,284-63.5% | $6,730-49.6% |
| Admin fee / account holder | $645 | $19,707-96.7% | $19,076-96.6% | $14,365-95.5% |