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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 | $20,021 | $154,228-87.0% | $145,433-86.2% | $137,256-85.4% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 62.87% | 74.59%-11.7pp | 66.58%-3.7pp | 220.34%-157.5pp |
| Employer contribution / active EE | $1,289 | $4,804-73.2% | $4,554-71.7% | $4,156-69.0% |
| Participant deferral / active EE | $2,735 | $8,216-66.7% | $7,897-65.4% | $6,407-57.3% |
| Admin fee / account holder | $872 | $14,344-93.9% | $13,129-93.4% | $12,270-92.9% |