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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 | $17,453 | $111,535-84.4% | $105,223-83.4% | $137,256-87.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 18.83% | 237.85%-219.0pp | 180.65%-161.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,322 | $3,939-66.5% | $3,689-64.2% | $4,156-68.2% |
| Participant deferral / active EE | $2,342 | $5,500-57.4% | $5,072-53.8% | $6,407-63.4% |
| Admin fee / account holder | $3,066 | $9,721-68.5% | $8,859-65.4% | $12,270-75.0% |