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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 | $18,031 | $182,442-90.1% | $163,379-89.0% | $138,895-87.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 19.23% | 72.74%-53.5pp | 63.41%-44.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,512 | $4,159-63.6% | $3,752-59.7% | $4,194-63.9% |
| Participant deferral / active EE | $1,867 | $6,817-72.6% | $6,282-70.3% | $6,396-70.8% |
| Admin fee / account holder | $1,467 | $10,396-85.9% | $9,818-85.1% | $12,562-88.3% |