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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 | $27,504 | $156,398-82.4% | $147,318-81.3% | $138,895-80.2% |
| Participation rate | 54.5% | 83.8%-29.2pp | 82.1%-27.5pp | 79.9%-25.4pp |
| Annual return | 21.96% | 78.75%-56.8pp | 70.43%-48.5pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,807 | $4,853-62.8% | $4,593-60.7% | $4,194-56.9% |
| Participant deferral / active EE | $5,520 | $8,237-33.0% | $7,906-30.2% | $6,396-13.7% |
| Admin fee / account holder | $2,210 | $14,976-85.2% | $13,708-83.9% | $12,562-82.4% |