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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 | $23,408 | $178,174-86.9% | $156,181-85.0% | $137,256-82.9% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 11.47% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $1,506 | $4,972-69.7% | $4,294-64.9% | $4,156-63.8% |
| Participant deferral / active EE | $2,207 | $6,888-68.0% | $6,132-64.0% | $6,407-65.5% |
| Admin fee / account holder | $2,724 | $17,404-84.3% | $14,586-81.3% | $12,270-77.8% |