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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 | $18,909 | $110,278-82.9% | $95,740-80.2% | $139,466-86.4% |
| Participation rate | 61.5% | 75.7%-14.2pp | 72.3%-10.7pp | 80.3%-18.8pp |
| Annual return | 16.44% | 27.19%-10.8pp | 28.41%-12.0pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,226 | $3,260-31.7% | $2,836-21.5% | $4,754-53.2% |
| Participant deferral / active EE | $5,839 | $4,674+24.9% | $4,244+37.6% | $6,712-13.0% |
| Admin fee / account holder | $2,983 | $6,613-54.9% | $5,676-47.4% | $11,409-73.9% |