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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 | $174,379-80.2% | $152,093-77.3% | $138,895-75.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 20.15% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,820 | $4,652-60.9% | $4,175-56.4% | $4,194-56.6% |
| Participant deferral / active EE | $2,443 | $6,159-60.3% | $5,451-55.2% | $6,396-61.8% |
| Admin fee / account holder | $1,245 | $16,880-92.6% | $14,497-91.4% | $12,562-90.1% |