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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 | $185,312-90.9% | $161,489-89.5% | $154,746-89.1% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 20.32% | 103.84%-83.5pp | 89.72%-69.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,391 | $4,769-70.8% | $4,268-67.4% | $4,379-68.2% |
| Participant deferral / active EE | $3,021 | $6,350-52.4% | $5,630-46.3% | $6,730-55.1% |
| Admin fee / account holder | $825 | $18,654-95.6% | $16,006-94.8% | $14,365-94.3% |