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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 | $12,760 | $172,111-92.6% | $150,298-91.5% | $137,256-90.7% |
| Participation rate | 64.3% | 81.7%-17.4pp | 77.8%-13.5pp | 80.0%-15.7pp |
| Annual return | 29.27% | 69.37%-40.1pp | 62.79%-33.5pp | 220.34%-191.1pp |
| Employer contribution / active EE | $1,871 | $4,636-59.6% | $4,154-55.0% | $4,156-55.0% |
| Participant deferral / active EE | $2,576 | $6,166-58.2% | $5,453-52.8% | $6,407-59.8% |
| Admin fee / account holder | $1,021 | $16,471-93.8% | $14,116-92.8% | $12,270-91.7% |