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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 | $28,653 | $156,398-81.7% | $147,318-80.6% | $138,895-79.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 19.75% | 78.75%-59.0pp | 70.43%-50.7pp | 145.39%-125.6pp |
| Employer contribution / active EE | $963 | $4,853-80.2% | $4,593-79.0% | $4,194-77.0% |
| Participant deferral / active EE | $3,827 | $8,237-53.5% | $7,906-51.6% | $6,396-40.2% |
| Admin fee / account holder | $2,230 | $14,976-85.1% | $13,708-83.7% | $12,562-82.2% |