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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 | $13,646 | $172,111-92.1% | $150,298-90.9% | $137,256-90.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 21.58% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,594 | $4,636-65.6% | $4,154-61.6% | $4,156-61.6% |
| Participant deferral / active EE | $2,149 | $6,166-65.1% | $5,453-60.6% | $6,407-66.5% |
| Admin fee / account holder | $4,042 | $16,471-75.5% | $14,116-71.4% | $12,270-67.1% |