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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 | $38,950 | $172,111-77.4% | $150,298-74.1% | $137,256-71.6% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 25.67% | 69.37%-43.7pp | 62.79%-37.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $1,361 | $4,636-70.6% | $4,154-67.2% | $4,156-67.2% |
| Participant deferral / active EE | $5,272 | $6,166-14.5% | $5,453-3.3% | $6,407-17.7% |
| Admin fee / account holder | $866 | $16,471-94.7% | $14,116-93.9% | $12,270-92.9% |