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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 | $172,111-80.0% | $150,298-77.1% | $137,256-75.0% |
| Participation rate | 56.5% | 81.7%-25.2pp | 77.8%-21.2pp | 80.0%-23.4pp |
| Annual return | 22.94% | 69.37%-46.4pp | 62.79%-39.8pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,409 | $4,636-48.0% | $4,154-42.0% | $4,156-42.0% |
| Participant deferral / active EE | $3,219 | $6,166-47.8% | $5,453-41.0% | $6,407-49.8% |
| Admin fee / account holder | $513 | $16,471-96.9% | $14,116-96.4% | $12,270-95.8% |