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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 | $38,014 | $185,312-79.5% | $161,489-76.5% | $154,746-75.4% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 20.70% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,176 | $4,769-54.4% | $4,268-49.0% | $4,379-50.3% |
| Participant deferral / active EE | $2,416 | $6,350-62.0% | $5,630-57.1% | $6,730-64.1% |
| Admin fee / account holder | $353 | $18,654-98.1% | $16,006-97.8% | $14,365-97.5% |