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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 | $28,363 | $114,119-75.1% | $107,187-73.5% | $138,895-79.6% |
| Participation rate | 61.5% | 78.1%-16.5pp | 75.0%-13.5pp | 79.9%-18.4pp |
| Annual return | 21.39% | 273.21%-251.8pp | 204.55%-183.2pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,357 | $4,059-66.6% | $3,782-64.1% | $4,194-67.7% |
| Participant deferral / active EE | $6,567 | $5,538+18.6% | $5,096+28.9% | $6,396+2.7% |
| Admin fee / account holder | $1,965 | $10,024-80.4% | $9,162-78.6% | $12,562-84.4% |