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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 | $45,403 | $165,584-72.6% | $142,942-68.2% | $137,256-66.9% |
| Participation rate | 69.2% | 80.1%-10.8pp | 76.8%-7.6pp | 80.0%-10.7pp |
| Annual return | 16.98% | 164.22%-147.2pp | 113.70%-96.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,409 | $4,725-70.2% | $4,139-66.0% | $4,156-66.1% |
| Participant deferral / active EE | $3,791 | $8,194-53.7% | $7,128-46.8% | $6,407-40.8% |
| Admin fee / account holder | $700 | $16,167-95.7% | $12,475-94.4% | $12,270-94.3% |