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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 | $27,930 | $178,174-84.3% | $156,181-82.1% | $137,256-79.7% |
| Participation rate | 69.2% | 82.0%-12.8pp | 78.8%-9.6pp | 80.0%-10.7pp |
| Annual return | 22.29% | 84.19%-61.9pp | 64.87%-42.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,404 | $4,972-51.6% | $4,294-44.0% | $4,156-42.2% |
| Participant deferral / active EE | $3,824 | $6,888-44.5% | $6,132-37.6% | $6,407-40.3% |
| Admin fee / account holder | $540 | $17,404-96.9% | $14,586-96.3% | $12,270-95.6% |