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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 | $34,897 | $154,228-77.4% | $145,433-76.0% | $137,256-74.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 70.49% | 74.59%-4.1pp | 66.58%+3.9pp | 220.34%-149.8pp |
| Employer contribution / active EE | $1,631 | $4,804-66.0% | $4,554-64.2% | $4,156-60.8% |
| Participant deferral / active EE | $5,027 | $8,216-38.8% | $7,897-36.3% | $6,407-21.5% |
| Admin fee / account holder | $3,015 | $14,344-79.0% | $13,129-77.0% | $12,270-75.4% |