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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 | $129,737-82.2% | $119,126-80.6% | $154,746-85.0% |
| Participation rate | 40.0% | 78.9%-38.9pp | 75.8%-35.8pp | 80.7%-40.7pp |
| Annual return | 23.79% | 379.08%-355.3pp | 282.11%-258.3pp | 172.34%-148.6pp |
| Employer contribution / active EE | $981 | $4,375-77.6% | $4,034-75.7% | $4,379-77.6% |
| Participant deferral / active EE | $2,228 | $5,842-61.9% | $5,318-58.1% | $6,730-66.9% |
| Admin fee / account holder | $458 | $11,961-96.2% | $10,693-95.7% | $14,365-96.8% |