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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 | $22,632 | $172,111-86.9% | $150,298-84.9% | $137,256-83.5% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 24.73% | 69.37%-44.6pp | 62.79%-38.1pp | 220.34%-195.6pp |
| Employer contribution / active EE | $2,313 | $4,636-50.1% | $4,154-44.3% | $4,156-44.3% |
| Participant deferral / active EE | $5,615 | $6,166-8.9% | $5,453+3.0% | $6,407-12.4% |
| Admin fee / account holder | $433 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |