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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 | $20,007 | $114,119-82.5% | $107,187-81.3% | $138,895-85.6% |
| Participation rate | 42.9% | 78.1%-35.2pp | 75.0%-32.2pp | 79.9%-37.1pp |
| Annual return | 16.64% | 273.21%-256.6pp | 204.55%-187.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $1,117 | $4,059-72.5% | $3,782-70.5% | $4,194-73.4% |
| Participant deferral / active EE | $6,144 | $5,538+10.9% | $5,096+20.6% | $6,396-3.9% |
| Admin fee / account holder | $4,790 | $10,024-52.2% | $9,162-47.7% | $12,562-61.9% |