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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 | $174,379-85.2% | $152,093-83.0% | $138,895-81.4% |
| Participation rate | 47.4% | 81.6%-34.3pp | 77.8%-30.4pp | 79.9%-32.6pp |
| Annual return | 18.49% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $1,620 | $4,652-65.2% | $4,175-61.2% | $4,194-61.4% |
| Participant deferral / active EE | $2,756 | $6,159-55.2% | $5,451-49.4% | $6,396-56.9% |
| Admin fee / account holder | $448 | $16,880-97.3% | $14,497-96.9% | $12,562-96.4% |