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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 | $38,992 | $172,111-77.3% | $150,298-74.1% | $137,256-71.6% |
| Participation rate | 61.9% | 81.7%-19.8pp | 77.8%-15.9pp | 80.0%-18.1pp |
| Annual return | 13.61% | 69.37%-55.8pp | 62.79%-49.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,438 | $4,636-69.0% | $4,154-65.4% | $4,156-65.4% |
| Participant deferral / active EE | $2,514 | $6,166-59.2% | $5,453-53.9% | $6,407-60.8% |
| Admin fee / account holder | $1,148 | $16,471-93.0% | $14,116-91.9% | $12,270-90.6% |