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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 | $30,122 | $174,379-82.7% | $152,093-80.2% | $138,895-78.3% |
| Participation rate | 58.3% | 81.6%-23.3pp | 77.8%-19.4pp | 79.9%-21.6pp |
| Annual return | 23.09% | 74.86%-51.8pp | 66.36%-43.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $1,563 | $4,652-66.4% | $4,175-62.6% | $4,194-62.7% |
| Participant deferral / active EE | $4,794 | $6,159-22.2% | $5,451-12.1% | $6,396-25.1% |
| Admin fee / account holder | $371 | $16,880-97.8% | $14,497-97.4% | $12,562-97.1% |