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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 | $28,904 | $172,111-83.2% | $150,298-80.8% | $137,256-78.9% |
| Participation rate | 60.9% | 81.7%-20.8pp | 77.8%-16.9pp | 80.0%-19.1pp |
| Annual return | 18.99% | 69.37%-50.4pp | 62.79%-43.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,787 | $4,636-61.4% | $4,154-57.0% | $4,156-57.0% |
| Participant deferral / active EE | $3,539 | $6,166-42.6% | $5,453-35.1% | $6,407-44.8% |
| Admin fee / account holder | $477 | $16,471-97.1% | $14,116-96.6% | $12,270-96.1% |