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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 | $32,683 | $183,516-82.2% | $155,534-79.0% | $145,884-77.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 16.54% | 61.43%-44.9pp | 64.92%-48.4pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,484 | $5,315-72.1% | $4,675-68.3% | $4,662-68.2% |
| Participant deferral / active EE | $2,683 | $6,467-58.5% | $5,630-52.3% | $6,690-59.9% |
| Admin fee / account holder | $2,011 | $19,293-89.6% | $15,900-87.4% | $13,392-85.0% |