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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 | $174,379-87.0% | $152,093-85.1% | $138,895-83.7% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 24.73% | 74.86%-50.1pp | 66.36%-41.6pp | 145.39%-120.7pp |
| Employer contribution / active EE | $2,313 | $4,652-50.3% | $4,175-44.6% | $4,194-44.9% |
| Participant deferral / active EE | $5,615 | $6,159-8.8% | $5,451+3.0% | $6,396-12.2% |
| Admin fee / account holder | $433 | $16,880-97.4% | $14,497-97.0% | $12,562-96.6% |