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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 | $41,003 | $185,312-77.9% | $161,489-74.6% | $154,746-73.5% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 12.67% | 103.84%-91.2pp | 89.72%-77.0pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,102 | $4,769-76.9% | $4,268-74.2% | $4,379-74.8% |
| Participant deferral / active EE | $2,127 | $6,350-66.5% | $5,630-62.2% | $6,730-68.4% |
| Admin fee / account holder | $3,088 | $18,654-83.4% | $16,006-80.7% | $14,365-78.5% |