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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 | $28,690 | $174,379-83.5% | $152,093-81.1% | $138,895-79.3% |
| Participation rate | 46.7% | 81.6%-35.0pp | 77.8%-31.1pp | 79.9%-33.3pp |
| Annual return | 16.16% | 74.86%-58.7pp | 66.36%-50.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,007 | $4,652-78.4% | $4,175-75.9% | $4,194-76.0% |
| Participant deferral / active EE | $4,047 | $6,159-34.3% | $5,451-25.8% | $6,396-36.7% |
| Admin fee / account holder | $349 | $16,880-97.9% | $14,497-97.6% | $12,562-97.2% |