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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 | $19,690 | $67,823-71.0% | $52,425-62.4% | $137,256-85.7% |
| Participation rate | 53.3% | 63.9%-10.6pp | 55.6%-2.3pp | 80.0%-26.6pp |
| Annual return | 26.58% | 219.11%-192.5pp | 302.12%-275.5pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,162 | $1,163-0.1% | $914+27.1% | $4,156-72.0% |
| Participant deferral / active EE | $2,398 | $2,288+4.8% | $1,790+33.9% | $6,407-62.6% |
| Admin fee / account holder | $1,038 | $2,844-63.5% | $2,495-58.4% | $12,270-91.5% |