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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 | $33,393 | $172,111-80.6% | $150,298-77.8% | $137,256-75.7% |
| Participation rate | 57.9% | 81.7%-23.8pp | 77.8%-19.9pp | 80.0%-22.1pp |
| Annual return | 20.52% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $1,325 | $4,636-71.4% | $4,154-68.1% | $4,156-68.1% |
| Participant deferral / active EE | $4,353 | $6,166-29.4% | $5,453-20.2% | $6,407-32.1% |
| Admin fee / account holder | $1,685 | $16,471-89.8% | $14,116-88.1% | $12,270-86.3% |