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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 | $13,821 | $100,970-86.3% | $96,576-85.7% | $137,256-89.9% |
| Participation rate | 61.5% | 82.6%-21.1pp | 81.4%-19.9pp | 80.0%-18.4pp |
| Annual return | 18.58% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,281 | $3,809-66.4% | $3,553-63.9% | $4,156-69.2% |
| Participant deferral / active EE | $2,428 | $8,286-70.7% | $7,956-69.5% | $6,407-62.1% |
| Admin fee / account holder | $3,926 | $11,312-65.3% | $11,381-65.5% | $12,270-68.0% |