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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 | $174,379-89.0% | $152,093-87.4% | $138,895-86.2% |
| Participation rate | 61.5% | 81.6%-20.1pp | 77.8%-16.2pp | 79.9%-18.4pp |
| Annual return | 22.11% | 74.86%-52.8pp | 66.36%-44.3pp | 145.39%-123.3pp |
| Employer contribution / active EE | $1,114 | $4,652-76.0% | $4,175-73.3% | $4,194-73.4% |
| Participant deferral / active EE | $2,657 | $6,159-56.9% | $5,451-51.3% | $6,396-58.5% |
| Admin fee / account holder | $726 | $16,880-95.7% | $14,497-95.0% | $12,562-94.2% |