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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 | $25,128 | $211,224-88.1% | $178,505-85.9% | $145,897-82.8% |
| Participation rate | 68.8% | 80.8%-12.1pp | 77.1%-8.4pp | 80.3%-11.6pp |
| Annual return | 13.36% | 30.28%-16.9pp | 27.16%-13.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,144 | $4,577-75.0% | $3,955-71.1% | $4,663-75.5% |
| Participant deferral / active EE | $3,861 | $6,966-44.6% | $6,280-38.5% | $6,689-42.3% |
| Admin fee / account holder | $1,642 | $12,109-86.4% | $10,428-84.3% | $13,390-87.7% |