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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 | $20,973 | $111,535-81.2% | $105,223-80.1% | $137,256-84.7% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 21.67% | 237.85%-216.2pp | 180.65%-159.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,676 | $3,939-57.5% | $3,689-54.6% | $4,156-59.7% |
| Participant deferral / active EE | $2,709 | $5,500-50.7% | $5,072-46.6% | $6,407-57.7% |
| Admin fee / account holder | $1,196 | $9,721-87.7% | $8,859-86.5% | $12,270-90.3% |