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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 | $114,119-84.2% | $107,187-83.1% | $138,895-87.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 79.9%-13.3pp |
| Annual return | 17.23% | 273.21%-256.0pp | 204.55%-187.3pp | 145.39%-128.2pp |
| Employer contribution / active EE | $1,511 | $4,059-62.8% | $3,782-60.0% | $4,194-64.0% |
| Participant deferral / active EE | $1,945 | $5,538-64.9% | $5,096-61.8% | $6,396-69.6% |
| Admin fee / account holder | $317 | $10,024-96.8% | $9,162-96.5% | $12,562-97.5% |