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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 | $82,833 | $185,312-55.3% | $161,489-48.7% | $154,746-46.5% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 23.32% | 103.84%-80.5pp | 89.72%-66.4pp | 172.34%-149.0pp |
| Employer contribution / active EE | $1,773 | $4,769-62.8% | $4,268-58.5% | $4,379-59.5% |
| Participant deferral / active EE | $2,217 | $6,350-65.1% | $5,630-60.6% | $6,730-67.1% |
| Admin fee / account holder | $309 | $18,654-98.3% | $16,006-98.1% | $14,365-97.8% |