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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 | $162,136-88.6% | $152,301-87.9% | $154,746-88.0% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 16.25% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,341 | $4,890-72.6% | $4,624-71.0% | $4,379-69.4% |
| Participant deferral / active EE | $3,248 | $8,341-61.1% | $8,004-59.4% | $6,730-51.7% |
| Admin fee / account holder | $4,483 | $15,759-71.6% | $14,398-68.9% | $14,365-68.8% |