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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 | $18,401 | $182,442-89.9% | $163,379-88.7% | $138,895-86.8% |
| Participation rate | 52.4% | 79.8%-27.4pp | 76.8%-24.4pp | 79.9%-27.5pp |
| Annual return | 13.43% | 72.74%-59.3pp | 63.41%-50.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $747 | $4,159-82.0% | $3,752-80.1% | $4,194-82.2% |
| Participant deferral / active EE | $1,312 | $6,817-80.7% | $6,282-79.1% | $6,396-79.5% |
| Admin fee / account holder | $2,916 | $10,396-72.0% | $9,818-70.3% | $12,562-76.8% |