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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 | $13,886 | $172,111-91.9% | $150,298-90.8% | $137,256-89.9% |
| Participation rate | 60.9% | 81.7%-20.8pp | 77.8%-16.9pp | 80.0%-19.1pp |
| Annual return | 23.89% | 69.37%-45.5pp | 62.79%-38.9pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,294 | $4,636-72.1% | $4,154-68.9% | $4,156-68.9% |
| Participant deferral / active EE | $2,717 | $6,166-55.9% | $5,453-50.2% | $6,407-57.6% |
| Admin fee / account holder | $1,195 | $16,471-92.7% | $14,116-91.5% | $12,270-90.3% |