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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 | $38,378 | $172,111-77.7% | $150,298-74.5% | $137,256-72.0% |
| Participation rate | 60.9% | 81.7%-20.8pp | 77.8%-16.9pp | 80.0%-19.1pp |
| Annual return | 15.46% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,784 | $4,636-61.5% | $4,154-57.1% | $4,156-57.1% |
| Participant deferral / active EE | $3,393 | $6,166-45.0% | $5,453-37.8% | $6,407-47.0% |
| Admin fee / account holder | $6,000 | $16,471-63.6% | $14,116-57.5% | $12,270-51.1% |