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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 | $26,863 | $156,398-82.8% | $147,318-81.8% | $138,895-80.7% |
| Participation rate | 69.2% | 83.8%-14.5pp | 82.1%-12.8pp | 79.9%-10.7pp |
| Annual return | 21.56% | 78.75%-57.2pp | 70.43%-48.9pp | 145.39%-123.8pp |
| Employer contribution / active EE | $2,536 | $4,853-47.7% | $4,593-44.8% | $4,194-39.5% |
| Participant deferral / active EE | $4,450 | $8,237-46.0% | $7,906-43.7% | $6,396-30.4% |
| Admin fee / account holder | $408 | $14,976-97.3% | $13,708-97.0% | $12,562-96.8% |