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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 | $154,228-75.2% | $145,433-73.7% | $137,256-72.1% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 19.74% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,183 | $4,804-75.4% | $4,554-74.0% | $4,156-71.5% |
| Participant deferral / active EE | $7,580 | $8,216-7.7% | $7,897-4.0% | $6,407+18.3% |
| Admin fee / account holder | $360 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |