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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 | $28,448 | $154,228-81.6% | $145,433-80.4% | $137,256-79.3% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 23.93% | 74.59%-50.7pp | 66.58%-42.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,885 | $4,804-60.8% | $4,554-58.6% | $4,156-54.7% |
| Participant deferral / active EE | $4,254 | $8,216-48.2% | $7,897-46.1% | $6,407-33.6% |
| Admin fee / account holder | $783 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |