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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 | $35,430 | $185,312-80.9% | $161,489-78.1% | $154,746-77.1% |
| Participation rate | 68.4% | 82.5%-14.0pp | 78.7%-10.3pp | 80.7%-12.3pp |
| Annual return | 20.71% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,306 | $4,769-72.6% | $4,268-69.4% | $4,379-70.2% |
| Participant deferral / active EE | $3,714 | $6,350-41.5% | $5,630-34.0% | $6,730-44.8% |
| Admin fee / account holder | $1,844 | $18,654-90.1% | $16,006-88.5% | $14,365-87.2% |