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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 | $18,717 | $114,119-83.6% | $107,187-82.5% | $138,895-86.5% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 15.81% | 273.21%-257.4pp | 204.55%-188.7pp | 145.39%-129.6pp |
| Employer contribution / active EE | $3,280 | $4,059-19.2% | $3,782-13.3% | $4,194-21.8% |
| Participant deferral / active EE | $3,552 | $5,538-35.9% | $5,096-30.3% | $6,396-44.5% |
| Admin fee / account holder | $4,127 | $10,024-58.8% | $9,162-55.0% | $12,562-67.1% |