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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 | $24,784 | $114,119-78.3% | $107,187-76.9% | $138,895-82.2% |
| Participation rate | 59.1% | 78.1%-19.0pp | 75.0%-15.9pp | 79.9%-20.8pp |
| Annual return | 17.36% | 273.21%-255.8pp | 204.55%-187.2pp | 145.39%-128.0pp |
| Employer contribution / active EE | $1,507 | $4,059-62.9% | $3,782-60.1% | $4,194-64.1% |
| Participant deferral / active EE | $2,021 | $5,538-63.5% | $5,096-60.3% | $6,396-68.4% |
| Admin fee / account holder | $471 | $10,024-95.3% | $9,162-94.9% | $12,562-96.3% |