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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 | $27,500 | $154,228-82.2% | $145,433-81.1% | $137,256-80.0% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 21.76% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,061 | $4,804-57.1% | $4,554-54.8% | $4,156-50.4% |
| Participant deferral / active EE | $5,371 | $8,216-34.6% | $7,897-32.0% | $6,407-16.2% |
| Admin fee / account holder | $2,129 | $14,344-85.2% | $13,129-83.8% | $12,270-82.6% |