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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 | $25,613 | $111,535-77.0% | $105,223-75.7% | $137,256-81.3% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 14.35% | 237.85%-223.5pp | 180.65%-166.3pp | 220.34%-206.0pp |
| Employer contribution / active EE | $986 | $3,939-75.0% | $3,689-73.3% | $4,156-76.3% |
| Participant deferral / active EE | $2,674 | $5,500-51.4% | $5,072-47.3% | $6,407-58.3% |
| Admin fee / account holder | $2,464 | $9,721-74.7% | $8,859-72.2% | $12,270-79.9% |