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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 | $21,455 | $174,379-87.7% | $152,093-85.9% | $138,895-84.6% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 22.24% | 74.86%-52.6pp | 66.36%-44.1pp | 145.39%-123.1pp |
| Employer contribution / active EE | $1,183 | $4,652-74.6% | $4,175-71.7% | $4,194-71.8% |
| Participant deferral / active EE | $2,054 | $6,159-66.6% | $5,451-62.3% | $6,396-67.9% |
| Admin fee / account holder | $609 | $16,880-96.4% | $14,497-95.8% | $12,562-95.2% |