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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 | $22,800 | $114,119-80.0% | $107,187-78.7% | $138,895-83.6% |
| Participation rate | 61.5% | 78.1%-16.5pp | 75.0%-13.5pp | 79.9%-18.4pp |
| Annual return | 18.31% | 273.21%-254.9pp | 204.55%-186.2pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,282 | $4,059-68.4% | $3,782-66.1% | $4,194-69.4% |
| Participant deferral / active EE | $1,546 | $5,538-72.1% | $5,096-69.7% | $6,396-75.8% |
| Admin fee / account holder | $2,919 | $10,024-70.9% | $9,162-68.1% | $12,562-76.8% |