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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 | $38,253 | $162,136-76.4% | $152,301-74.9% | $154,746-75.3% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 19.74% | 91.02%-71.3pp | 80.50%-60.8pp | 172.34%-152.6pp |
| Employer contribution / active EE | $1,183 | $4,890-75.8% | $4,624-74.4% | $4,379-73.0% |
| Participant deferral / active EE | $7,580 | $8,341-9.1% | $8,004-5.3% | $6,730+12.6% |
| Admin fee / account holder | $360 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |