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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 | $17,918 | $174,379-89.7% | $152,093-88.2% | $138,895-87.1% |
| Participation rate | 64.3% | 81.6%-17.4pp | 77.8%-13.5pp | 79.9%-15.6pp |
| Annual return | 30.88% | 74.86%-44.0pp | 66.36%-35.5pp | 145.39%-114.5pp |
| Employer contribution / active EE | $1,468 | $4,652-68.4% | $4,175-64.8% | $4,194-65.0% |
| Participant deferral / active EE | $4,348 | $6,159-29.4% | $5,451-20.2% | $6,396-32.0% |
| Admin fee / account holder | $593 | $16,880-96.5% | $14,497-95.9% | $12,562-95.3% |