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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 | $37,450 | $174,379-78.5% | $152,093-75.4% | $138,895-73.0% |
| Participation rate | 54.5% | 81.6%-27.1pp | 77.8%-23.2pp | 79.9%-25.4pp |
| Annual return | 42.07% | 74.86%-32.8pp | 66.36%-24.3pp | 145.39%-103.3pp |
| Employer contribution / active EE | $1,274 | $4,652-72.6% | $4,175-69.5% | $4,194-69.6% |
| Participant deferral / active EE | $6,077 | $6,159-1.3% | $5,451+11.5% | $6,396-5.0% |
| Admin fee / account holder | $1,422 | $16,880-91.6% | $14,497-90.2% | $12,562-88.7% |