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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 | $22,110 | $132,634-83.3% | $115,768-80.9% | $137,256-83.9% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.4%-11.9pp | 80.0%-17.5pp |
| Annual return | 24.50% | 160.70%-136.2pp | 100.46%-76.0pp | 220.34%-195.8pp |
| Employer contribution / active EE | $1,994 | $3,360-40.6% | $2,940-32.2% | $4,156-52.0% |
| Participant deferral / active EE | $4,335 | $5,619-22.8% | $4,917-11.8% | $6,407-32.3% |
| Admin fee / account holder | $512 | $15,028-96.6% | $12,439-95.9% | $12,270-95.8% |