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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 | $23,135 | $111,535-79.3% | $105,223-78.0% | $137,256-83.1% |
| Participation rate | 40.0% | 78.1%-38.1pp | 75.0%-35.0pp | 80.0%-40.0pp |
| Annual return | 23.79% | 237.85%-214.1pp | 180.65%-156.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $981 | $3,939-75.1% | $3,689-73.4% | $4,156-76.4% |
| Participant deferral / active EE | $2,228 | $5,500-59.5% | $5,072-56.1% | $6,407-65.2% |
| Admin fee / account holder | $458 | $9,721-95.3% | $8,859-94.8% | $12,270-96.3% |