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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 | $26,109 | $125,778-79.2% | $114,563-77.2% | $154,746-83.1% |
| Participation rate | 64.3% | 75.2%-10.9pp | 72.9%-8.6pp | 80.7%-16.4pp |
| Annual return | 31.02% | 295.14%-264.1pp | 241.09%-210.1pp | 172.34%-141.3pp |
| Employer contribution / active EE | $1,699 | $2,806-39.4% | $2,592-34.5% | $4,379-61.2% |
| Participant deferral / active EE | $4,952 | $4,445+11.4% | $4,142+19.5% | $6,730-26.4% |
| Admin fee / account holder | $758 | $8,190-90.7% | $7,623-90.1% | $14,365-94.7% |