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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 | $172,111-86.8% | $150,298-84.9% | $137,256-83.4% |
| Participation rate | 68.8% | 81.7%-13.0pp | 77.8%-9.0pp | 80.0%-11.2pp |
| Annual return | 20.99% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $1,320 | $4,636-71.5% | $4,154-68.2% | $4,156-68.2% |
| Participant deferral / active EE | $3,031 | $6,166-50.8% | $5,453-44.4% | $6,407-52.7% |
| Admin fee / account holder | $501 | $16,471-97.0% | $14,116-96.5% | $12,270-95.9% |