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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 | $16,452 | $172,111-90.4% | $150,298-89.1% | $137,256-88.0% |
| Participation rate | 40.9% | 81.7%-40.8pp | 77.8%-36.9pp | 80.0%-39.1pp |
| Annual return | 29.86% | 69.37%-39.5pp | 62.79%-32.9pp | 220.34%-190.5pp |
| Employer contribution / active EE | $1,886 | $4,636-59.3% | $4,154-54.6% | $4,156-54.6% |
| Participant deferral / active EE | $3,769 | $6,166-38.9% | $5,453-30.9% | $6,407-41.2% |
| Admin fee / account holder | $2,569 | $16,471-84.4% | $14,116-81.8% | $12,270-79.1% |