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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 | $35,074 | $185,312-81.1% | $161,489-78.3% | $154,746-77.3% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 11.50% | 103.84%-92.3pp | 89.72%-78.2pp | 172.34%-160.8pp |
| Employer contribution / active EE | $1,464 | $4,769-69.3% | $4,268-65.7% | $4,379-66.6% |
| Participant deferral / active EE | $4,214 | $6,350-33.6% | $5,630-25.2% | $6,730-37.4% |
| Admin fee / account holder | $1,485 | $18,654-92.0% | $16,006-90.7% | $14,365-89.7% |