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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 | $34,938 | $211,224-83.5% | $178,505-80.4% | $145,897-76.1% |
| Participation rate | 63.6% | 80.8%-17.2pp | 77.1%-13.5pp | 80.3%-16.7pp |
| Annual return | 12.59% | 30.28%-17.7pp | 27.16%-14.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,847 | $4,577-59.6% | $3,955-53.3% | $4,663-60.4% |
| Participant deferral / active EE | $4,291 | $6,966-38.4% | $6,280-31.7% | $6,689-35.9% |
| Admin fee / account holder | $3,852 | $12,109-68.2% | $10,428-63.1% | $13,390-71.2% |