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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 | $39,534 | $185,312-78.7% | $161,489-75.5% | $154,746-74.5% |
| Participation rate | 64.3% | 82.5%-18.2pp | 78.7%-14.4pp | 80.7%-16.4pp |
| Annual return | 15.02% | 103.84%-88.8pp | 89.72%-74.7pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,180 | $4,769-54.3% | $4,268-48.9% | $4,379-50.2% |
| Participant deferral / active EE | $3,568 | $6,350-43.8% | $5,630-36.6% | $6,730-47.0% |
| Admin fee / account holder | $1,655 | $18,654-91.1% | $16,006-89.7% | $14,365-88.5% |