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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 | $227,291-84.6% | $214,702-83.7% | $155,188-77.5% |
| Participation rate | 60.0% | 88.0%-28.0pp | 87.5%-27.5pp | 80.8%-20.8pp |
| Annual return | 16.65% | 60.08%-43.4pp | 54.55%-37.9pp | 148.84%-132.2pp |
| Employer contribution / active EE | $1,883 | $6,772-72.2% | $6,461-70.8% | $4,248-55.7% |
| Participant deferral / active EE | $3,393 | $9,582-64.6% | $9,147-62.9% | $6,531-48.0% |
| Admin fee / account holder | $645 | $20,413-96.8% | $19,830-96.7% | $14,480-95.5% |