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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 | $21,862 | $172,111-87.3% | $150,298-85.5% | $137,256-84.1% |
| Participation rate | 40.0% | 81.7%-41.7pp | 77.8%-37.8pp | 80.0%-40.0pp |
| Annual return | 20.45% | 69.37%-48.9pp | 62.79%-42.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,091 | $4,636-76.5% | $4,154-73.7% | $4,156-73.8% |
| Participant deferral / active EE | $4,121 | $6,166-33.2% | $5,453-24.4% | $6,407-35.7% |
| Admin fee / account holder | $644 | $16,471-96.1% | $14,116-95.4% | $12,270-94.8% |