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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 | $22,008 | $181,062-87.8% | $158,223-86.1% | $155,188-85.8% |
| Participation rate | 52.4% | 82.7%-30.3pp | 79.2%-26.8pp | 80.8%-28.4pp |
| Annual return | 16.38% | 57.39%-41.0pp | 52.09%-35.7pp | 148.84%-132.5pp |
| Employer contribution / active EE | $970 | $4,565-78.8% | $4,109-76.4% | $4,248-77.2% |
| Participant deferral / active EE | $2,038 | $6,134-66.8% | $5,467-62.7% | $6,531-68.8% |
| Admin fee / account holder | $437 | $18,825-97.7% | $16,047-97.3% | $14,480-97.0% |