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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 | $19,105 | $172,111-88.9% | $150,298-87.3% | $137,256-86.1% |
| Participation rate | 61.5% | 81.7%-20.2pp | 77.8%-16.2pp | 80.0%-18.4pp |
| Annual return | 22.11% | 69.37%-47.3pp | 62.79%-40.7pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,114 | $4,636-76.0% | $4,154-73.2% | $4,156-73.2% |
| Participant deferral / active EE | $2,657 | $6,166-56.9% | $5,453-51.3% | $6,407-58.5% |
| Admin fee / account holder | $726 | $16,471-95.6% | $14,116-94.9% | $12,270-94.1% |