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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 | $25,242 | $154,228-83.6% | $145,433-82.6% | $137,256-81.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 34.91% | 74.59%-39.7pp | 66.58%-31.7pp | 220.34%-185.4pp |
| Employer contribution / active EE | $1,293 | $4,804-73.1% | $4,554-71.6% | $4,156-68.9% |
| Participant deferral / active EE | $6,495 | $8,216-21.0% | $7,897-17.8% | $6,407+1.4% |
| Admin fee / account holder | $1,296 | $14,344-91.0% | $13,129-90.1% | $12,270-89.4% |