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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 | $40,953 | $213,785-80.8% | $185,441-77.9% | $155,188-73.6% |
| Participation rate | 41.2% | 83.2%-42.0pp | 80.3%-39.1pp | 80.8%-39.6pp |
| Annual return | 18.35% | 19.97%-1.6pp | 20.16%-1.8pp | 148.84%-130.5pp |
| Employer contribution / active EE | $1,318 | $5,393-75.6% | $4,672-71.8% | $4,248-69.0% |
| Participant deferral / active EE | $2,869 | $6,864-58.2% | $6,152-53.4% | $6,531-56.1% |
| Admin fee / account holder | $2,737 | $21,134-87.0% | $17,890-84.7% | $14,480-81.1% |