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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 | $51,534 | $185,312-72.2% | $161,489-68.1% | $154,746-66.7% |
| Participation rate | 41.7% | 82.5%-40.8pp | 78.7%-37.0pp | 80.7%-39.0pp |
| Annual return | 16.33% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $1,805 | $4,769-62.2% | $4,268-57.7% | $4,379-58.8% |
| Participant deferral / active EE | $3,182 | $6,350-49.9% | $5,630-43.5% | $6,730-52.7% |
| Admin fee / account holder | $503 | $18,654-97.3% | $16,006-96.9% | $14,365-96.5% |