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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 | $16,843 | $185,312-90.9% | $161,489-89.6% | $154,746-89.1% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.7%-18.7pp | 80.7%-20.7pp |
| Annual return | 31.81% | 103.84%-72.0pp | 89.72%-57.9pp | 172.34%-140.5pp |
| Employer contribution / active EE | $2,594 | $4,769-45.6% | $4,268-39.2% | $4,379-40.8% |
| Participant deferral / active EE | $3,764 | $6,350-40.7% | $5,630-33.1% | $6,730-44.1% |
| Admin fee / account holder | $526 | $18,654-97.2% | $16,006-96.7% | $14,365-96.3% |