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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 | $22,224 | $174,379-87.3% | $152,093-85.4% | $138,895-84.0% |
| Participation rate | 69.2% | 81.6%-12.4pp | 77.8%-8.5pp | 79.9%-10.7pp |
| Annual return | 19.64% | 74.86%-55.2pp | 66.36%-46.7pp | 145.39%-125.8pp |
| Employer contribution / active EE | $2,570 | $4,652-44.8% | $4,175-38.4% | $4,194-38.7% |
| Participant deferral / active EE | $3,228 | $6,159-47.6% | $5,451-40.8% | $6,396-49.5% |
| Admin fee / account holder | $822 | $16,880-95.1% | $14,497-94.3% | $12,562-93.5% |