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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 | $40,869 | $155,555-73.7% | $146,866-72.2% | $155,188-73.7% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.5%-13.3pp | 80.8%-11.6pp |
| Annual return | 15.64% | 115.41%-99.8pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,088 | $4,647-55.1% | $4,425-52.8% | $4,248-50.9% |
| Participant deferral / active EE | $3,928 | $8,044-51.2% | $7,759-49.4% | $6,531-39.9% |
| Admin fee / account holder | $2,366 | $14,755-84.0% | $13,620-82.6% | $14,480-83.7% |