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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 | $28,794 | $154,228-81.3% | $145,433-80.2% | $137,256-79.0% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 38.14% | 74.59%-36.4pp | 66.58%-28.4pp | 220.34%-182.2pp |
| Employer contribution / active EE | $1,960 | $4,804-59.2% | $4,554-57.0% | $4,156-52.8% |
| Participant deferral / active EE | $4,861 | $8,216-40.8% | $7,897-38.4% | $6,407-24.1% |
| Admin fee / account holder | $14,791 | $14,344+3.1% | $13,129+12.7% | $12,270+20.5% |