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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 | $20,416 | $172,111-88.1% | $150,298-86.4% | $137,256-85.1% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 11.55% | 69.37%-57.8pp | 62.79%-51.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,051 | $4,636-77.3% | $4,154-74.7% | $4,156-74.7% |
| Participant deferral / active EE | $1,966 | $6,166-68.1% | $5,453-63.9% | $6,407-69.3% |
| Admin fee / account holder | $1,147 | $16,471-93.0% | $14,116-91.9% | $12,270-90.7% |