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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 | $17,643 | $115,225-84.7% | $100,712-82.5% | $138,895-87.3% |
| Participation rate | 69.2% | 74.3%-5.1pp | 69.3%0pp | 79.9%-10.7pp |
| Annual return | 19.22% | 40.35%-21.1pp | 33.27%-14.0pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,763 | $2,771-36.4% | $2,313-23.8% | $4,194-58.0% |
| Participant deferral / active EE | $3,471 | $4,699-26.1% | $4,085-15.0% | $6,396-45.7% |
| Admin fee / account holder | $3,816 | $10,844-64.8% | $9,256-58.8% | $12,562-69.6% |