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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 | $34,771 | $185,312-81.2% | $161,489-78.5% | $154,746-77.5% |
| Participation rate | 33.3% | 82.5%-49.1pp | 78.7%-45.4pp | 80.7%-47.4pp |
| Annual return | 13.20% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,541 | $4,769-67.7% | $4,268-63.9% | $4,379-64.8% |
| Participant deferral / active EE | $2,476 | $6,350-61.0% | $5,630-56.0% | $6,730-63.2% |
| Admin fee / account holder | $1,872 | $18,654-90.0% | $16,006-88.3% | $14,365-87.0% |