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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 | $18,495 | $154,228-88.0% | $145,433-87.3% | $137,256-86.5% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 16.25% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,341 | $4,804-72.1% | $4,554-70.6% | $4,156-67.7% |
| Participant deferral / active EE | $3,248 | $8,216-60.5% | $7,897-58.9% | $6,407-49.3% |
| Admin fee / account holder | $4,483 | $14,344-68.7% | $13,129-65.9% | $12,270-63.5% |