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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 | $27,790 | $182,442-84.8% | $163,379-83.0% | $138,895-80.0% |
| Participation rate | 55.6% | 79.8%-24.2pp | 76.8%-21.3pp | 79.9%-24.4pp |
| Annual return | 21.69% | 72.74%-51.0pp | 63.41%-41.7pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,339 | $4,159-67.8% | $3,752-64.3% | $4,194-68.1% |
| Participant deferral / active EE | $2,037 | $6,817-70.1% | $6,282-67.6% | $6,396-68.2% |
| Admin fee / account holder | $1,007 | $10,396-90.3% | $9,818-89.7% | $12,562-92.0% |