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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 | $172,111-90.2% | $150,298-88.8% | $137,256-87.7% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 31.81% | 69.37%-37.6pp | 62.79%-31.0pp | 220.34%-188.5pp |
| Employer contribution / active EE | $2,594 | $4,636-44.1% | $4,154-37.6% | $4,156-37.6% |
| Participant deferral / active EE | $3,764 | $6,166-39.0% | $5,453-31.0% | $6,407-41.2% |
| Admin fee / account holder | $526 | $16,471-96.8% | $14,116-96.3% | $12,270-95.7% |