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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 | $20,508 | $110,410-81.4% | $102,437-80.0% | $145,897-85.9% |
| Participation rate | 57.9% | 77.9%-20.0pp | 74.5%-16.6pp | 80.3%-22.4pp |
| Annual return | 12.55% | 24.85%-12.3pp | 24.95%-12.4pp | 552.29%-539.7pp |
| Employer contribution / active EE | $934 | $4,217-77.8% | $3,871-75.9% | $4,663-80.0% |
| Participant deferral / active EE | $3,334 | $5,622-40.7% | $5,060-34.1% | $6,689-50.2% |
| Admin fee / account holder | $4,584 | $9,745-53.0% | $8,388-45.4% | $13,390-65.8% |