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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 | $39,998 | $155,555-74.3% | $146,866-72.8% | $155,188-74.2% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.5%-19.4pp | 80.8%-17.6pp |
| Annual return | 22.42% | 115.41%-93.0pp | 102.85%-80.4pp | 148.84%-126.4pp |
| Employer contribution / active EE | $1,860 | $4,647-60.0% | $4,425-58.0% | $4,248-56.2% |
| Participant deferral / active EE | $4,565 | $8,044-43.3% | $7,759-41.2% | $6,531-30.1% |
| Admin fee / account holder | $6,769 | $14,755-54.1% | $13,620-50.3% | $14,480-53.3% |