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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 | $27,386 | $172,111-84.1% | $150,298-81.8% | $137,256-80.0% |
| Participation rate | 64.7% | 81.7%-17.0pp | 77.8%-13.1pp | 80.0%-15.3pp |
| Annual return | 20.08% | 69.37%-49.3pp | 62.79%-42.7pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,363 | $4,636-70.6% | $4,154-67.2% | $4,156-67.2% |
| Participant deferral / active EE | $3,115 | $6,166-49.5% | $5,453-42.9% | $6,407-51.4% |
| Admin fee / account holder | $2,371 | $16,471-85.6% | $14,116-83.2% | $12,270-80.7% |