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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 | $22,254 | $183,516-87.9% | $155,534-85.7% | $145,884-84.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 12.34% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,142 | $5,315-78.5% | $4,675-75.6% | $4,662-75.5% |
| Participant deferral / active EE | $3,877 | $6,467-40.0% | $5,630-31.1% | $6,690-42.0% |
| Admin fee / account holder | $340 | $19,293-98.2% | $15,900-97.9% | $13,392-97.5% |