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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 | $155,555-88.8% | $146,866-88.1% | $155,188-88.8% |
| Participation rate | 68.4% | 84.0%-15.5pp | 82.5%-14.1pp | 80.8%-12.4pp |
| Annual return | 21.57% | 115.41%-93.8pp | 102.85%-81.3pp | 148.84%-127.3pp |
| Employer contribution / active EE | $2,505 | $4,647-46.1% | $4,425-43.4% | $4,248-41.0% |
| Participant deferral / active EE | $6,243 | $8,044-22.4% | $7,759-19.5% | $6,531-4.4% |
| Admin fee / account holder | $1,978 | $14,755-86.6% | $13,620-85.5% | $14,480-86.3% |