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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 | $174,379-88.5% | $152,093-86.8% | $138,895-85.5% |
| Participation rate | 61.1% | 81.6%-20.5pp | 77.8%-16.7pp | 79.9%-18.8pp |
| Annual return | 20.30% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $1,753 | $4,652-62.3% | $4,175-58.0% | $4,194-58.2% |
| Participant deferral / active EE | $4,789 | $6,159-22.2% | $5,451-12.2% | $6,396-25.1% |
| Admin fee / account holder | $468 | $16,880-97.2% | $14,497-96.8% | $12,562-96.3% |