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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 | $25,747 | $103,393-75.1% | $87,103-70.4% | $152,909-83.2% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 24.43% | 28.10%-3.7pp | 28.19%-3.8pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,447 | $3,221-55.1% | $2,521-42.6% | $4,764-69.6% |
| Participant deferral / active EE | $3,079 | $4,778-35.6% | $4,049-23.9% | $5,851-47.4% |
| Admin fee / account holder | $1,345 | $12,195-89.0% | $7,491-82.0% | $11,601-88.4% |