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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 | $32,625 | $162,136-79.9% | $152,301-78.6% | $154,746-78.9% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 19.52% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $1,330 | $4,890-72.8% | $4,624-71.2% | $4,379-69.6% |
| Participant deferral / active EE | $3,497 | $8,341-58.1% | $8,004-56.3% | $6,730-48.0% |
| Admin fee / account holder | $933 | $15,759-94.1% | $14,398-93.5% | $14,365-93.5% |