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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 | $27,627 | $154,228-82.1% | $145,433-81.0% | $137,256-79.9% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 15.94% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,689 | $4,804-23.2% | $4,554-19.0% | $4,156-11.2% |
| Participant deferral / active EE | $7,946 | $8,216-3.3% | $7,897+0.6% | $6,407+24.0% |
| Admin fee / account holder | $1,468 | $14,344-89.8% | $13,129-88.8% | $12,270-88.0% |