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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 | $17,750 | $154,228-88.5% | $145,433-87.8% | $137,256-87.1% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 24.09% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,815 | $4,804-62.2% | $4,554-60.2% | $4,156-56.3% |
| Participant deferral / active EE | $4,012 | $8,216-51.2% | $7,897-49.2% | $6,407-37.4% |
| Admin fee / account holder | $5,554 | $14,344-61.3% | $13,129-57.7% | $12,270-54.7% |