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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 | $46,813 | $185,312-74.7% | $161,489-71.0% | $154,746-69.7% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 13.18% | 103.84%-90.7pp | 89.72%-76.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,296 | $4,769-72.8% | $4,268-69.6% | $4,379-70.4% |
| Participant deferral / active EE | $2,181 | $6,350-65.7% | $5,630-61.3% | $6,730-67.6% |
| Admin fee / account holder | $674 | $18,654-96.4% | $16,006-95.8% | $14,365-95.3% |