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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 | $84,337 | $212,386-60.3% | $199,883-57.8% | $138,895-39.3% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 21.37% | 47.75%-26.4pp | 43.81%-22.4pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,886 | $6,625-71.5% | $6,261-69.9% | $4,194-55.0% |
| Participant deferral / active EE | $3,444 | $9,617-64.2% | $9,138-62.3% | $6,396-46.2% |
| Admin fee / account holder | $562 | $18,233-96.9% | $17,268-96.7% | $12,562-95.5% |