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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 | $23,451 | $110,240-78.7% | $96,544-75.7% | $139,487-83.2% |
| Participation rate | 52.2% | 78.1%-26.0pp | 76.0%-23.8pp | 80.3%-28.2pp |
| Annual return | 21.43% | 26.41%-5.0pp | 25.88%-4.4pp | 373.84%-352.4pp |
| Employer contribution / active EE | $1,910 | $3,622-47.3% | $2,966-35.6% | $4,755-59.8% |
| Participant deferral / active EE | $4,588 | $5,549-17.3% | $4,851-5.4% | $6,713-31.7% |
| Admin fee / account holder | $532 | $11,602-95.4% | $8,254-93.5% | $11,407-95.3% |