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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 | $45,792 | $212,386-78.4% | $199,883-77.1% | $138,895-67.0% |
| Participation rate | 66.7% | 87.4%-20.7pp | 86.8%-20.1pp | 79.9%-13.3pp |
| Annual return | 18.80% | 47.75%-28.9pp | 43.81%-25.0pp | 145.39%-126.6pp |
| Employer contribution / active EE | $1,621 | $6,625-75.5% | $6,261-74.1% | $4,194-61.3% |
| Participant deferral / active EE | $4,032 | $9,617-58.1% | $9,138-55.9% | $6,396-37.0% |
| Admin fee / account holder | $602 | $18,233-96.7% | $17,268-96.5% | $12,562-95.2% |