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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 | $21,205 | $111,535-81.0% | $105,223-79.8% | $137,256-84.6% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.0%-6.6pp | 80.0%-11.5pp |
| Annual return | 16.78% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,024 | $3,939-48.6% | $3,689-45.1% | $4,156-51.3% |
| Participant deferral / active EE | $2,182 | $5,500-60.3% | $5,072-57.0% | $6,407-65.9% |
| Admin fee / account holder | $2,168 | $9,721-77.7% | $8,859-75.5% | $12,270-82.3% |