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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 | $15,692 | $154,228-89.8% | $145,433-89.2% | $137,256-88.6% |
| Participation rate | 46.7% | 83.8%-37.1pp | 82.1%-35.5pp | 80.0%-33.3pp |
| Annual return | 21.78% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,163 | $4,804-55.0% | $4,554-52.5% | $4,156-48.0% |
| Participant deferral / active EE | $2,899 | $8,216-64.7% | $7,897-63.3% | $6,407-54.7% |
| Admin fee / account holder | $6,026 | $14,344-58.0% | $13,129-54.1% | $12,270-50.9% |