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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 | $172,111-79.4% | $150,298-76.4% | $137,256-74.2% |
| Participation rate | 68.4% | 81.7%-13.3pp | 77.8%-9.3pp | 80.0%-11.5pp |
| Annual return | 20.71% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,306 | $4,636-71.8% | $4,154-68.6% | $4,156-68.6% |
| Participant deferral / active EE | $3,714 | $6,166-39.8% | $5,453-31.9% | $6,407-42.0% |
| Admin fee / account holder | $1,844 | $16,471-88.8% | $14,116-86.9% | $12,270-85.0% |