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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 | $18,619 | $77,638-76.0% | $156,551-88.1% | $62,881-70.4% |
| Participation rate | 67.3% | 71.2%-3.9pp | 84.0%-16.7pp | 69.3%-2.0pp |
| Annual return | 8.48% | 50.33%-41.8pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,020 | $3,444-70.4% | $5,501-81.5% | $2,281-55.3% |
| Participant deferral / active EE | $4,319 | $3,046+41.8% | $4,871-11.3% | $3,203+34.8% |
| Admin fee / account holder | $1,441 | $5,561-74.1% | $13,028-88.9% | $4,296-66.4% |