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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 | $20,073 | $185,312-89.2% | $161,489-87.6% | $154,746-87.0% |
| Participation rate | 61.1% | 82.5%-21.4pp | 78.7%-17.6pp | 80.7%-19.6pp |
| Annual return | 20.30% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,753 | $4,769-63.3% | $4,268-58.9% | $4,379-60.0% |
| Participant deferral / active EE | $4,789 | $6,350-24.6% | $5,630-14.9% | $6,730-28.8% |
| Admin fee / account holder | $468 | $18,654-97.5% | $16,006-97.1% | $14,365-96.7% |