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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 | $174,379-78.0% | $152,093-74.8% | $138,895-72.4% |
| Participation rate | 60.9% | 81.6%-20.8pp | 77.8%-16.9pp | 79.9%-19.0pp |
| Annual return | 15.46% | 74.86%-59.4pp | 66.36%-50.9pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,784 | $4,652-61.7% | $4,175-57.3% | $4,194-57.5% |
| Participant deferral / active EE | $3,393 | $6,159-44.9% | $5,451-37.8% | $6,396-47.0% |
| Admin fee / account holder | $6,000 | $16,880-64.5% | $14,497-58.6% | $12,562-52.2% |