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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 | $15,626 | $172,111-90.9% | $150,298-89.6% | $137,256-88.6% |
| Participation rate | 56.5% | 81.7%-25.2pp | 77.8%-21.2pp | 80.0%-23.4pp |
| Annual return | 16.18% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.2pp |
| Employer contribution / active EE | $1,077 | $4,636-76.8% | $4,154-74.1% | $4,156-74.1% |
| Participant deferral / active EE | $1,997 | $6,166-67.6% | $5,453-63.4% | $6,407-68.8% |
| Admin fee / account holder | $1,271 | $16,471-92.3% | $14,116-91.0% | $12,270-89.6% |