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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 | $16,935 | $172,111-90.2% | $150,298-88.7% | $137,256-87.7% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 20.32% | 69.37%-49.1pp | 62.79%-42.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,391 | $4,636-70.0% | $4,154-66.5% | $4,156-66.5% |
| Participant deferral / active EE | $3,021 | $6,166-51.0% | $5,453-44.6% | $6,407-52.8% |
| Admin fee / account holder | $825 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |