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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 | $23,826 | $174,379-86.3% | $152,093-84.3% | $138,895-82.8% |
| Participation rate | 61.1% | 81.6%-20.5pp | 77.8%-16.7pp | 79.9%-18.8pp |
| Annual return | 36.80% | 74.86%-38.1pp | 66.36%-29.6pp | 145.39%-108.6pp |
| Employer contribution / active EE | $1,660 | $4,652-64.3% | $4,175-60.2% | $4,194-60.4% |
| Participant deferral / active EE | $2,832 | $6,159-54.0% | $5,451-48.0% | $6,396-55.7% |
| Admin fee / account holder | $517 | $16,880-96.9% | $14,497-96.4% | $12,562-95.9% |