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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 | $24,997 | $228,317-89.1% | $185,808-86.5% | $158,931-84.3% |
| Participation rate | 57.1% | 82.3%-25.2pp | 78.0%-20.9pp | 82.0%-24.8pp |
| Annual return | 11.63% | 40.81%-29.2pp | 35.95%-24.3pp | 302.86%-291.2pp |
| Employer contribution / active EE | $1,247 | $4,964-74.9% | $4,086-69.5% | $4,761-73.8% |
| Participant deferral / active EE | $3,183 | $6,415-50.4% | $5,632-43.5% | $5,982-46.8% |
| Admin fee / account holder | $1,245 | $11,865-89.5% | $9,501-86.9% | $11,247-88.9% |