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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 | $32,469 | $174,379-81.4% | $152,093-78.7% | $138,895-76.6% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 29.67% | 74.86%-45.2pp | 66.36%-36.7pp | 145.39%-115.7pp |
| Employer contribution / active EE | $3,479 | $4,652-25.2% | $4,175-16.7% | $4,194-17.0% |
| Participant deferral / active EE | $7,267 | $6,159+18.0% | $5,451+33.3% | $6,396+13.6% |
| Admin fee / account holder | $1,099 | $16,880-93.5% | $14,497-92.4% | $12,562-91.2% |