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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 | $15,924 | $125,778-87.3% | $114,563-86.1% | $154,746-89.7% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 19.62% | 295.14%-275.5pp | 241.09%-221.5pp | 172.34%-152.7pp |
| Employer contribution / active EE | $1,472 | $2,806-47.5% | $2,592-43.2% | $4,379-66.4% |
| Participant deferral / active EE | $1,621 | $4,445-63.5% | $4,142-60.9% | $6,730-75.9% |
| Admin fee / account holder | $1,325 | $8,190-83.8% | $7,623-82.6% | $14,365-90.8% |