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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 | $16,555 | $174,379-90.5% | $152,093-89.1% | $138,895-88.1% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 20.13% | 74.86%-54.7pp | 66.36%-46.2pp | 145.39%-125.3pp |
| Employer contribution / active EE | $1,129 | $4,652-75.7% | $4,175-73.0% | $4,194-73.1% |
| Participant deferral / active EE | $3,045 | $6,159-50.6% | $5,451-44.1% | $6,396-52.4% |
| Admin fee / account holder | $538 | $16,880-96.8% | $14,497-96.3% | $12,562-95.7% |