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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 | $28,173 | $99,053-71.6% | $88,179-68.1% | $138,895-79.7% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 20.60% | 78.17%-57.6pp | 64.97%-44.4pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,213 | $2,882-57.9% | $2,549-52.4% | $4,194-71.1% |
| Participant deferral / active EE | $4,448 | $5,225-14.9% | $4,614-3.6% | $6,396-30.5% |
| Admin fee / account holder | $1,151 | $8,748-86.8% | $7,673-85.0% | $12,562-90.8% |