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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 | $21,573 | $154,228-86.0% | $145,433-85.2% | $137,256-84.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 19.76% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,273 | $4,804-52.7% | $4,554-50.1% | $4,156-45.3% |
| Participant deferral / active EE | $3,129 | $8,216-61.9% | $7,897-60.4% | $6,407-51.2% |
| Admin fee / account holder | $6,252 | $14,344-56.4% | $13,129-52.4% | $12,270-49.0% |