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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 | $19,508 | $114,119-82.9% | $107,187-81.8% | $138,895-86.0% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 79.9%-17.4pp |
| Annual return | 17.14% | 273.21%-256.1pp | 204.55%-187.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $1,299 | $4,059-68.0% | $3,782-65.7% | $4,194-69.0% |
| Participant deferral / active EE | $3,001 | $5,538-45.8% | $5,096-41.1% | $6,396-53.1% |
| Admin fee / account holder | $2,454 | $10,024-75.5% | $9,162-73.2% | $12,562-80.5% |