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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 | $12,765 | $134,001-90.5% | $112,258-88.6% | $134,509-90.5% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.1%-5.8pp | 81.2%-12.0pp |
| Annual return | 6.64% | 47.15%-40.5pp | 27.47%-20.8pp | 418.13%-411.5pp |
| Employer contribution / active EE | $1,348 | $4,039-66.6% | $3,636-62.9% | $4,741-71.6% |
| Participant deferral / active EE | $4,158 | $5,291-21.4% | $4,728-12.1% | $6,400-35.0% |
| Admin fee / account holder | $2,881 | $7,491-61.5% | $6,411-55.1% | $11,427-74.8% |