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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 | $21,309 | $172,111-87.6% | $150,298-85.8% | $137,256-84.5% |
| Participation rate | 57.9% | 81.7%-23.8pp | 77.8%-19.9pp | 80.0%-22.1pp |
| Annual return | 19.10% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $870 | $4,636-81.2% | $4,154-79.1% | $4,156-79.1% |
| Participant deferral / active EE | $3,495 | $6,166-43.3% | $5,453-35.9% | $6,407-45.4% |
| Admin fee / account holder | $1,701 | $16,471-89.7% | $14,116-87.9% | $12,270-86.1% |