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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 | $34,361 | $174,379-80.3% | $152,093-77.4% | $138,895-75.3% |
| Participation rate | 56.5% | 81.6%-25.1pp | 77.8%-21.2pp | 79.9%-23.4pp |
| Annual return | 22.94% | 74.86%-51.9pp | 66.36%-43.4pp | 145.39%-122.5pp |
| Employer contribution / active EE | $2,409 | $4,652-48.2% | $4,175-42.3% | $4,194-42.6% |
| Participant deferral / active EE | $3,219 | $6,159-47.7% | $5,451-40.9% | $6,396-49.7% |
| Admin fee / account holder | $513 | $16,880-97.0% | $14,497-96.5% | $12,562-95.9% |