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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 | $30,107 | $162,136-81.4% | $152,301-80.2% | $154,746-80.5% |
| Participation rate | 61.5% | 84.1%-22.6pp | 82.4%-20.9pp | 80.7%-19.2pp |
| Annual return | 14.57% | 91.02%-76.5pp | 80.50%-65.9pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,601 | $4,890-67.3% | $4,624-65.4% | $4,379-63.4% |
| Participant deferral / active EE | $2,865 | $8,341-65.6% | $8,004-64.2% | $6,730-57.4% |
| Admin fee / account holder | $547 | $15,759-96.5% | $14,398-96.2% | $14,365-96.2% |