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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 | $19,461 | $154,228-87.4% | $145,433-86.6% | $137,256-85.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 53.67% | 74.59%-20.9pp | 66.58%-12.9pp | 220.34%-166.7pp |
| Employer contribution / active EE | $1,321 | $4,804-72.5% | $4,554-71.0% | $4,156-68.2% |
| Participant deferral / active EE | $2,472 | $8,216-69.9% | $7,897-68.7% | $6,407-61.4% |
| Admin fee / account holder | $1,104 | $14,344-92.3% | $13,129-91.6% | $12,270-91.0% |