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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 | $34,504 | $172,111-80.0% | $150,298-77.0% | $137,256-74.9% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 20.15% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,820 | $4,636-60.7% | $4,154-56.2% | $4,156-56.2% |
| Participant deferral / active EE | $2,443 | $6,166-60.4% | $5,453-55.2% | $6,407-61.9% |
| Admin fee / account holder | $1,245 | $16,471-92.4% | $14,116-91.2% | $12,270-89.9% |