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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 | $13,480 | $174,379-92.3% | $152,093-91.1% | $138,895-90.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 20.93% | 74.86%-53.9pp | 66.36%-45.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $2,007 | $4,652-56.8% | $4,175-51.9% | $4,194-52.1% |
| Participant deferral / active EE | $2,007 | $6,159-67.4% | $5,451-63.2% | $6,396-68.6% |
| Admin fee / account holder | $3,120 | $16,880-81.5% | $14,497-78.5% | $12,562-75.2% |