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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 | $18,725 | $156,398-88.0% | $147,318-87.3% | $138,895-86.5% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 21.61% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $1,113 | $4,853-77.1% | $4,593-75.8% | $4,194-73.5% |
| Participant deferral / active EE | $3,245 | $8,237-60.6% | $7,906-59.0% | $6,396-49.3% |
| Admin fee / account holder | $322 | $14,976-97.9% | $13,708-97.7% | $12,562-97.4% |