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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 | $28,888 | $185,312-84.4% | $161,489-82.1% | $154,746-81.3% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 18.76% | 103.84%-85.1pp | 89.72%-71.0pp | 172.34%-153.6pp |
| Employer contribution / active EE | $2,150 | $4,769-54.9% | $4,268-49.6% | $4,379-50.9% |
| Participant deferral / active EE | $2,209 | $6,350-65.2% | $5,630-60.8% | $6,730-67.2% |
| Admin fee / account holder | $9,476 | $18,654-49.2% | $16,006-40.8% | $14,365-34.0% |