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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 | $39,727 | $185,312-78.6% | $161,489-75.4% | $154,746-74.3% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 11.22% | 103.84%-92.6pp | 89.72%-78.5pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,484 | $4,769-68.9% | $4,268-65.2% | $4,379-66.1% |
| Participant deferral / active EE | $4,667 | $6,350-26.5% | $5,630-17.1% | $6,730-30.7% |
| Admin fee / account holder | $2,924 | $18,654-84.3% | $16,006-81.7% | $14,365-79.6% |