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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 | $29,775 | $155,555-80.9% | $146,866-79.7% | $155,188-80.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 20.13% | 115.41%-95.3pp | 102.85%-82.7pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,067 | $4,647-77.0% | $4,425-75.9% | $4,248-74.9% |
| Participant deferral / active EE | $3,101 | $8,044-61.4% | $7,759-60.0% | $6,531-52.5% |
| Admin fee / account holder | $3,010 | $14,755-79.6% | $13,620-77.9% | $14,480-79.2% |