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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 | $17,406 | $154,228-88.7% | $145,433-88.0% | $137,256-87.3% |
| Participation rate | 68.4% | 83.8%-15.4pp | 82.1%-13.7pp | 80.0%-11.5pp |
| Annual return | 21.57% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $2,505 | $4,804-47.9% | $4,554-45.0% | $4,156-39.7% |
| Participant deferral / active EE | $6,243 | $8,216-24.0% | $7,897-20.9% | $6,407-2.6% |
| Admin fee / account holder | $1,978 | $14,344-86.2% | $13,129-84.9% | $12,270-83.9% |