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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 | $16,054 | $97,125-83.5% | $86,233-81.4% | $137,256-88.3% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.0%-7.1pp | 80.0%-18.1pp |
| Annual return | 21.67% | 74.19%-52.5pp | 61.39%-39.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $1,687 | $2,841-40.6% | $2,504-32.6% | $4,156-59.4% |
| Participant deferral / active EE | $4,342 | $5,180-16.2% | $4,559-4.8% | $6,407-32.2% |
| Admin fee / account holder | $642 | $9,725-93.4% | $8,342-92.3% | $12,270-94.8% |