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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 | $9,759 | $114,119-91.4% | $107,187-90.9% | $138,895-93.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 79.9%-19.9pp |
| Annual return | 21.88% | 273.21%-251.3pp | 204.55%-182.7pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,480 | $4,059-63.5% | $3,782-60.9% | $4,194-64.7% |
| Participant deferral / active EE | $1,587 | $5,538-71.3% | $5,096-68.9% | $6,396-75.2% |
| Admin fee / account holder | $793 | $10,024-92.1% | $9,162-91.3% | $12,562-93.7% |