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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 | $16,838 | $111,535-84.9% | $105,223-84.0% | $137,256-87.7% |
| Participation rate | 54.2% | 78.1%-23.9pp | 75.0%-20.9pp | 80.0%-25.8pp |
| Annual return | 16.93% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $934 | $3,939-76.3% | $3,689-74.7% | $4,156-77.5% |
| Participant deferral / active EE | $2,078 | $5,500-62.2% | $5,072-59.0% | $6,407-67.6% |
| Admin fee / account holder | $1,947 | $9,721-80.0% | $8,859-78.0% | $12,270-84.1% |