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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 | $34,330 | $155,555-77.9% | $146,866-76.6% | $155,188-77.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.5%-22.5pp | 80.8%-20.8pp |
| Annual return | 16.84% | 115.41%-98.6pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $861 | $4,647-81.5% | $4,425-80.5% | $4,248-79.7% |
| Participant deferral / active EE | $2,807 | $8,044-65.1% | $7,759-63.8% | $6,531-57.0% |
| Admin fee / account holder | $850 | $14,755-94.2% | $13,620-93.8% | $14,480-94.1% |