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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 | $38,370 | $162,136-76.3% | $152,301-74.8% | $154,746-75.2% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 12.38% | 91.02%-78.6pp | 80.50%-68.1pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,173 | $4,890-76.0% | $4,624-74.6% | $4,379-73.2% |
| Participant deferral / active EE | $3,594 | $8,341-56.9% | $8,004-55.1% | $6,730-46.6% |
| Admin fee / account holder | $6,324 | $15,759-59.9% | $14,398-56.1% | $14,365-56.0% |