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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 | $22,765 | $174,379-86.9% | $152,093-85.0% | $138,895-83.6% |
| Participation rate | 68.8% | 81.6%-12.9pp | 77.8%-9.0pp | 79.9%-11.2pp |
| Annual return | 20.99% | 74.86%-53.9pp | 66.36%-45.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $1,320 | $4,652-71.6% | $4,175-68.4% | $4,194-68.5% |
| Participant deferral / active EE | $3,031 | $6,159-50.8% | $5,451-44.4% | $6,396-52.6% |
| Admin fee / account holder | $501 | $16,880-97.0% | $14,497-96.5% | $12,562-96.0% |