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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 | $162,136-81.6% | $152,301-80.4% | $154,746-80.8% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 20.13% | 91.02%-70.9pp | 80.50%-60.4pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,067 | $4,890-78.2% | $4,624-76.9% | $4,379-75.6% |
| Participant deferral / active EE | $3,101 | $8,341-62.8% | $8,004-61.2% | $6,730-53.9% |
| Admin fee / account holder | $3,010 | $15,759-80.9% | $14,398-79.1% | $14,365-79.0% |