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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 | $16,222 | $111,535-85.5% | $105,223-84.6% | $137,256-88.2% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 19.76% | 237.85%-218.1pp | 180.65%-160.9pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,481 | $3,939-62.4% | $3,689-59.9% | $4,156-64.4% |
| Participant deferral / active EE | $3,074 | $5,500-44.1% | $5,072-39.4% | $6,407-52.0% |
| Admin fee / account holder | $424 | $9,721-95.6% | $8,859-95.2% | $12,270-96.5% |