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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 | $26,272 | $181,062-85.5% | $158,223-83.4% | $155,188-83.1% |
| Participation rate | 63.6% | 82.7%-19.0pp | 79.2%-15.6pp | 80.8%-17.2pp |
| Annual return | 13.90% | 57.39%-43.5pp | 52.09%-38.2pp | 148.84%-134.9pp |
| Employer contribution / active EE | $1,507 | $4,565-67.0% | $4,109-63.3% | $4,248-64.5% |
| Participant deferral / active EE | $2,649 | $6,134-56.8% | $5,467-51.6% | $6,531-59.4% |
| Admin fee / account holder | $5,105 | $18,825-72.9% | $16,047-68.2% | $14,480-64.7% |