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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 | $19,441 | $185,312-89.5% | $161,489-88.0% | $154,746-87.4% |
| Participation rate | 61.5% | 82.5%-20.9pp | 78.7%-17.2pp | 80.7%-19.2pp |
| Annual return | 18.75% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,132 | $4,769-76.3% | $4,268-73.5% | $4,379-74.2% |
| Participant deferral / active EE | $2,870 | $6,350-54.8% | $5,630-49.0% | $6,730-57.4% |
| Admin fee / account holder | $1,483 | $18,654-92.1% | $16,006-90.7% | $14,365-89.7% |