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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 | $26,262 | $181,062-85.5% | $158,223-83.4% | $155,188-83.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 79.2%-19.2pp | 80.8%-20.8pp |
| Annual return | 30.98% | 57.39%-26.4pp | 52.09%-21.1pp | 148.84%-117.9pp |
| Employer contribution / active EE | $3,128 | $4,565-31.5% | $4,109-23.9% | $4,248-26.4% |
| Participant deferral / active EE | $4,835 | $6,134-21.2% | $5,467-11.6% | $6,531-26.0% |
| Admin fee / account holder | $2,444 | $18,825-87.0% | $16,047-84.8% | $14,480-83.1% |