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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 | $22,093 | $185,312-88.1% | $161,489-86.3% | $154,746-85.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 12.48% | 103.84%-91.4pp | 89.72%-77.2pp | 172.34%-159.9pp |
| Employer contribution / active EE | $1,184 | $4,769-75.2% | $4,268-72.3% | $4,379-73.0% |
| Participant deferral / active EE | $3,557 | $6,350-44.0% | $5,630-36.8% | $6,730-47.1% |
| Admin fee / account holder | $7,514 | $18,654-59.7% | $16,006-53.1% | $14,365-47.7% |