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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 | $25,863 | $172,111-85.0% | $150,298-82.8% | $137,256-81.2% |
| Participation rate | 47.4% | 81.7%-34.3pp | 77.8%-30.4pp | 80.0%-32.6pp |
| Annual return | 18.49% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,620 | $4,636-65.1% | $4,154-61.0% | $4,156-61.0% |
| Participant deferral / active EE | $2,756 | $6,166-55.3% | $5,453-49.5% | $6,407-57.0% |
| Admin fee / account holder | $448 | $16,471-97.3% | $14,116-96.8% | $12,270-96.3% |