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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 | $71,353 | $185,312-61.5% | $161,489-55.8% | $154,746-53.9% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 17.49% | 103.84%-86.4pp | 89.72%-72.2pp | 172.34%-154.9pp |
| Employer contribution / active EE | $1,345 | $4,769-71.8% | $4,268-68.5% | $4,379-69.3% |
| Participant deferral / active EE | $3,032 | $6,350-52.2% | $5,630-46.1% | $6,730-54.9% |
| Admin fee / account holder | $1,482 | $18,654-92.1% | $16,006-90.7% | $14,365-89.7% |