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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 | $154,228-80.5% | $145,433-79.3% | $137,256-78.1% |
| Participation rate | 61.5% | 83.8%-22.3pp | 82.1%-20.6pp | 80.0%-18.4pp |
| Annual return | 14.57% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,601 | $4,804-66.7% | $4,554-64.8% | $4,156-61.5% |
| Participant deferral / active EE | $2,865 | $8,216-65.1% | $7,897-63.7% | $6,407-55.3% |
| Admin fee / account holder | $547 | $14,344-96.2% | $13,129-95.8% | $12,270-95.5% |