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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 | $185,312-88.8% | $161,489-87.1% | $154,746-86.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 24.18% | 103.84%-79.7pp | 89.72%-65.5pp | 172.34%-148.2pp |
| Employer contribution / active EE | $1,363 | $4,769-71.4% | $4,268-68.1% | $4,379-68.9% |
| Participant deferral / active EE | $2,667 | $6,350-58.0% | $5,630-52.6% | $6,730-60.4% |
| Admin fee / account holder | $1,080 | $18,654-94.2% | $16,006-93.2% | $14,365-92.5% |