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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 | $21,817 | $185,312-88.2% | $161,489-86.5% | $154,746-85.9% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.7%-42.3pp | 80.7%-44.3pp |
| Annual return | 20.25% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,764 | $4,769-63.0% | $4,268-58.7% | $4,379-59.7% |
| Participant deferral / active EE | $3,906 | $6,350-38.5% | $5,630-30.6% | $6,730-42.0% |
| Admin fee / account holder | $1,617 | $18,654-91.3% | $16,006-89.9% | $14,365-88.7% |