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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 | $20,777 | $172,111-87.9% | $150,298-86.2% | $137,256-84.9% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 24.18% | 69.37%-45.2pp | 62.79%-38.6pp | 220.34%-196.2pp |
| Employer contribution / active EE | $1,363 | $4,636-70.6% | $4,154-67.2% | $4,156-67.2% |
| Participant deferral / active EE | $2,667 | $6,166-56.7% | $5,453-51.1% | $6,407-58.4% |
| Admin fee / account holder | $1,080 | $16,471-93.4% | $14,116-92.3% | $12,270-91.2% |