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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 | $36,672 | $155,555-76.4% | $146,866-75.0% | $155,188-76.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 21.02% | 115.41%-94.4pp | 102.85%-81.8pp | 148.84%-127.8pp |
| Employer contribution / active EE | $1,273 | $4,647-72.6% | $4,425-71.2% | $4,248-70.0% |
| Participant deferral / active EE | $3,935 | $8,044-51.1% | $7,759-49.3% | $6,531-39.8% |
| Admin fee / account holder | $1,570 | $14,755-89.4% | $13,620-88.5% | $14,480-89.2% |