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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 | $32,410 | $162,136-80.0% | $152,301-78.7% | $154,746-79.1% |
| Participation rate | 68.4% | 84.1%-15.7pp | 82.4%-14.0pp | 80.7%-12.3pp |
| Annual return | 20.22% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,814 | $4,890-62.9% | $4,624-60.8% | $4,379-58.6% |
| Participant deferral / active EE | $3,025 | $8,341-63.7% | $8,004-62.2% | $6,730-55.1% |
| Admin fee / account holder | $2,424 | $15,759-84.6% | $14,398-83.2% | $14,365-83.1% |