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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 | $185,312-82.0% | $161,489-79.3% | $154,746-78.4% |
| Participation rate | 57.9% | 82.5%-24.6pp | 78.7%-20.8pp | 80.7%-22.8pp |
| Annual return | 20.52% | 103.84%-83.3pp | 89.72%-69.2pp | 172.34%-151.8pp |
| Employer contribution / active EE | $1,325 | $4,769-72.2% | $4,268-69.0% | $4,379-69.7% |
| Participant deferral / active EE | $4,353 | $6,350-31.4% | $5,630-22.7% | $6,730-35.3% |
| Admin fee / account holder | $1,685 | $18,654-91.0% | $16,006-89.5% | $14,365-88.3% |