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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 | $22,264 | $182,442-87.8% | $163,379-86.4% | $138,895-84.0% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.8%-19.7pp | 79.9%-22.8pp |
| Annual return | 15.27% | 72.74%-57.5pp | 63.41%-48.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $924 | $4,159-77.8% | $3,752-75.4% | $4,194-78.0% |
| Participant deferral / active EE | $2,162 | $6,817-68.3% | $6,282-65.6% | $6,396-66.2% |
| Admin fee / account holder | $7,172 | $10,396-31.0% | $9,818-26.9% | $12,562-42.9% |