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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 | $18,062 | $111,535-83.8% | $105,223-82.8% | $137,256-86.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 17.23% | 237.85%-220.6pp | 180.65%-163.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,511 | $3,939-61.6% | $3,689-59.0% | $4,156-63.6% |
| Participant deferral / active EE | $1,945 | $5,500-64.6% | $5,072-61.6% | $6,407-69.6% |
| Admin fee / account holder | $317 | $9,721-96.7% | $8,859-96.4% | $12,270-97.4% |