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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 | $23,573 | $111,535-78.9% | $105,223-77.6% | $137,256-82.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 15.10% | 237.85%-222.8pp | 180.65%-165.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $889 | $3,939-77.4% | $3,689-75.9% | $4,156-78.6% |
| Participant deferral / active EE | $2,695 | $5,500-51.0% | $5,072-46.9% | $6,407-57.9% |
| Admin fee / account holder | $1,183 | $9,721-87.8% | $8,859-86.6% | $12,270-90.4% |