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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 | $23,502 | $178,174-86.8% | $156,181-85.0% | $137,256-82.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.8%-18.8pp | 80.0%-20.0pp |
| Annual return | 13.40% | 84.19%-70.8pp | 64.87%-51.5pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,946 | $4,972-40.8% | $4,294-31.4% | $4,156-29.1% |
| Participant deferral / active EE | $5,061 | $6,888-26.5% | $6,132-17.5% | $6,407-21.0% |
| Admin fee / account holder | $1,559 | $17,404-91.0% | $14,586-89.3% | $12,270-87.3% |