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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 | $22,721 | $154,228-85.3% | $145,433-84.4% | $137,256-83.4% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 18.33% | 74.59%-56.3pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,133 | $4,804-76.4% | $4,554-75.1% | $4,156-72.7% |
| Participant deferral / active EE | $4,572 | $8,216-44.4% | $7,897-42.1% | $6,407-28.6% |
| Admin fee / account holder | $1,817 | $14,344-87.3% | $13,129-86.2% | $12,270-85.2% |