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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 | $28,438 | $154,228-81.6% | $145,433-80.4% | $137,256-79.3% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 18.75% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,720 | $4,804-43.4% | $4,554-40.3% | $4,156-34.6% |
| Participant deferral / active EE | $2,920 | $8,216-64.5% | $7,897-63.0% | $6,407-54.4% |
| Admin fee / account holder | $1,928 | $14,344-86.6% | $13,129-85.3% | $12,270-84.3% |