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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 | $10,483 | $99,053-89.4% | $88,179-88.1% | $138,895-92.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 20.63% | 78.17%-57.5pp | 64.97%-44.3pp | 145.39%-124.8pp |
| Employer contribution / active EE | $1,282 | $2,882-55.5% | $2,549-49.7% | $4,194-69.4% |
| Participant deferral / active EE | $1,777 | $5,225-66.0% | $4,614-61.5% | $6,396-72.2% |
| Admin fee / account holder | $2,835 | $8,748-67.6% | $7,673-63.0% | $12,562-77.4% |