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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 | $39,020 | $185,312-78.9% | $161,489-75.8% | $154,746-74.8% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.7%-41.2pp | 80.7%-43.2pp |
| Annual return | 23.57% | 103.84%-80.3pp | 89.72%-66.2pp | 172.34%-148.8pp |
| Employer contribution / active EE | $1,057 | $4,769-77.8% | $4,268-75.2% | $4,379-75.9% |
| Participant deferral / active EE | $2,538 | $6,350-60.0% | $5,630-54.9% | $6,730-62.3% |
| Admin fee / account holder | $342 | $18,654-98.2% | $16,006-97.9% | $14,365-97.6% |