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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 | $17,245 | $70,366-75.5% | $66,674-74.1% | $138,895-87.6% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.7%-13.7pp | 79.9%-19.9pp |
| Annual return | 13.69% | 386.41%-372.7pp | 321.24%-307.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,994 | $2,765-27.9% | $2,620-23.9% | $4,194-52.5% |
| Participant deferral / active EE | $2,472 | $4,374-43.5% | $4,084-39.5% | $6,396-61.4% |
| Admin fee / account holder | $5,428 | $5,262+3.2% | $5,098+6.5% | $12,562-56.8% |