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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 | $26,443 | $212,386-87.5% | $199,883-86.8% | $138,895-81.0% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 23.90% | 47.75%-23.9pp | 43.81%-19.9pp | 145.39%-121.5pp |
| Employer contribution / active EE | $1,605 | $6,625-75.8% | $6,261-74.4% | $4,194-61.7% |
| Participant deferral / active EE | $5,226 | $9,617-45.7% | $9,138-42.8% | $6,396-18.3% |
| Admin fee / account holder | $1,382 | $18,233-92.4% | $17,268-92.0% | $12,562-89.0% |