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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 | $174,379-80.2% | $152,093-77.2% | $138,895-75.1% |
| Participation rate | 61.5% | 81.6%-20.1pp | 77.8%-16.2pp | 79.9%-18.4pp |
| Annual return | 20.21% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,496 | $4,652-67.8% | $4,175-64.2% | $4,194-64.3% |
| Participant deferral / active EE | $5,146 | $6,159-16.4% | $5,451-5.6% | $6,396-19.5% |
| Admin fee / account holder | $625 | $16,880-96.3% | $14,497-95.7% | $12,562-95.0% |