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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 | $26,017 | $154,228-83.1% | $145,433-82.1% | $137,256-81.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 14.62% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $962 | $4,804-80.0% | $4,554-78.9% | $4,156-76.8% |
| Participant deferral / active EE | $3,208 | $8,216-61.0% | $7,897-59.4% | $6,407-49.9% |
| Admin fee / account holder | $736 | $14,344-94.9% | $13,129-94.4% | $12,270-94.0% |