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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 | $12,456 | $125,778-90.1% | $114,563-89.1% | $154,746-92.0% |
| Participation rate | 61.1% | 75.2%-14.1pp | 72.9%-11.8pp | 80.7%-19.6pp |
| Annual return | 13.64% | 295.14%-281.5pp | 241.09%-227.5pp | 172.34%-158.7pp |
| Employer contribution / active EE | $505 | $2,806-82.0% | $2,592-80.5% | $4,379-88.5% |
| Participant deferral / active EE | $852 | $4,445-80.8% | $4,142-79.4% | $6,730-87.3% |
| Admin fee / account holder | $1,123 | $8,190-86.3% | $7,623-85.3% | $14,365-92.2% |