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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 | $34,613 | $172,111-79.9% | $150,298-77.0% | $137,256-74.8% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 20.21% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,496 | $4,636-67.7% | $4,154-64.0% | $4,156-64.0% |
| Participant deferral / active EE | $5,146 | $6,166-16.5% | $5,453-5.6% | $6,407-19.7% |
| Admin fee / account holder | $625 | $16,471-96.2% | $14,116-95.6% | $12,270-94.9% |