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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 | $16,636 | $154,228-89.2% | $145,433-88.6% | $137,256-87.9% |
| Participation rate | 63.2% | 83.8%-20.6pp | 82.1%-19.0pp | 80.0%-16.8pp |
| Annual return | 19.94% | 74.59%-54.7pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,274 | $4,804-73.5% | $4,554-72.0% | $4,156-69.3% |
| Participant deferral / active EE | $3,811 | $8,216-53.6% | $7,897-51.7% | $6,407-40.5% |
| Admin fee / account holder | $722 | $14,344-95.0% | $13,129-94.5% | $12,270-94.1% |