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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 | $185,312-79.0% | $161,489-75.9% | $154,746-74.8% |
| Participation rate | 61.9% | 82.5%-20.6pp | 78.7%-16.8pp | 80.7%-18.8pp |
| Annual return | 13.61% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $1,438 | $4,769-69.8% | $4,268-66.3% | $4,379-67.2% |
| Participant deferral / active EE | $2,514 | $6,350-60.4% | $5,630-55.3% | $6,730-62.6% |
| Admin fee / account holder | $1,148 | $18,654-93.8% | $16,006-92.8% | $14,365-92.0% |