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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 | $23,514 | $154,228-84.8% | $145,433-83.8% | $137,256-82.9% |
| Participation rate | 64.3% | 83.8%-19.5pp | 82.1%-17.8pp | 80.0%-15.7pp |
| Annual return | 25.01% | 74.59%-49.6pp | 66.58%-41.6pp | 220.34%-195.3pp |
| Employer contribution / active EE | $2,287 | $4,804-52.4% | $4,554-49.8% | $4,156-45.0% |
| Participant deferral / active EE | $3,266 | $8,216-60.2% | $7,897-58.6% | $6,407-49.0% |
| Admin fee / account holder | $1,480 | $14,344-89.7% | $13,129-88.7% | $12,270-87.9% |