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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 | $31,580 | $174,379-81.9% | $152,093-79.2% | $138,895-77.3% |
| Participation rate | 52.2% | 81.6%-29.5pp | 77.8%-25.6pp | 79.9%-27.7pp |
| Annual return | 23.38% | 74.86%-51.5pp | 66.36%-43.0pp | 145.39%-122.0pp |
| Employer contribution / active EE | $908 | $4,652-80.5% | $4,175-78.2% | $4,194-78.3% |
| Participant deferral / active EE | $1,933 | $6,159-68.6% | $5,451-64.5% | $6,396-69.8% |
| Admin fee / account holder | $402 | $16,880-97.6% | $14,497-97.2% | $12,562-96.8% |