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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 | $41,197 | $162,136-74.6% | $152,301-73.0% | $154,746-73.4% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 24.04% | 91.02%-67.0pp | 80.50%-56.5pp | 172.34%-148.3pp |
| Employer contribution / active EE | $1,491 | $4,890-69.5% | $4,624-67.8% | $4,379-65.9% |
| Participant deferral / active EE | $7,437 | $8,341-10.8% | $8,004-7.1% | $6,730+10.5% |
| Admin fee / account holder | $1,010 | $15,759-93.6% | $14,398-93.0% | $14,365-93.0% |