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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 | $26,262 | $185,312-85.8% | $161,489-83.7% | $154,746-83.0% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 30.98% | 103.84%-72.9pp | 89.72%-58.7pp | 172.34%-141.4pp |
| Employer contribution / active EE | $3,128 | $4,769-34.4% | $4,268-26.7% | $4,379-28.6% |
| Participant deferral / active EE | $4,835 | $6,350-23.9% | $5,630-14.1% | $6,730-28.2% |
| Admin fee / account holder | $2,444 | $18,654-86.9% | $16,006-84.7% | $14,365-83.0% |