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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 | $34,785 | $154,228-77.4% | $145,433-76.1% | $137,256-74.7% |
| Participation rate | 68.8% | 83.8%-15.0pp | 82.1%-13.4pp | 80.0%-11.2pp |
| Annual return | 12.86% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,063 | $4,804-57.1% | $4,554-54.7% | $4,156-50.4% |
| Participant deferral / active EE | $3,781 | $8,216-54.0% | $7,897-52.1% | $6,407-41.0% |
| Admin fee / account holder | $12,164 | $14,344-15.2% | $13,129-7.3% | $12,270-0.9% |