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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 | $20,467 | $182,442-88.8% | $163,379-87.5% | $138,895-85.3% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.8%-36.8pp | 79.9%-39.9pp |
| Annual return | 11.90% | 72.74%-60.8pp | 63.41%-51.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $638 | $4,159-84.7% | $3,752-83.0% | $4,194-84.8% |
| Participant deferral / active EE | $1,419 | $6,817-79.2% | $6,282-77.4% | $6,396-77.8% |
| Admin fee / account holder | $4,546 | $10,396-56.3% | $9,818-53.7% | $12,562-63.8% |