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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 | $23,752 | $182,442-87.0% | $163,379-85.5% | $138,895-82.9% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.8%-14.3pp | 79.9%-17.4pp |
| Annual return | 13.75% | 72.74%-59.0pp | 63.41%-49.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $1,242 | $4,159-70.1% | $3,752-66.9% | $4,194-70.4% |
| Participant deferral / active EE | $2,301 | $6,817-66.2% | $6,282-63.4% | $6,396-64.0% |
| Admin fee / account holder | $613 | $10,396-94.1% | $9,818-93.8% | $12,562-95.1% |