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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 | $20,115 | $172,111-88.3% | $150,298-86.6% | $137,256-85.3% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 24.70% | 69.37%-44.7pp | 62.79%-38.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $1,471 | $4,636-68.3% | $4,154-64.6% | $4,156-64.6% |
| Participant deferral / active EE | $4,335 | $6,166-29.7% | $5,453-20.5% | $6,407-32.3% |
| Admin fee / account holder | $1,540 | $16,471-90.7% | $14,116-89.1% | $12,270-87.4% |