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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 | $25,116 | $111,535-77.5% | $105,223-76.1% | $137,256-81.7% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 14.65% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,525 | $3,939-61.3% | $3,689-58.6% | $4,156-63.3% |
| Participant deferral / active EE | $2,829 | $5,500-48.6% | $5,072-44.2% | $6,407-55.8% |
| Admin fee / account holder | $3,640 | $9,721-62.6% | $8,859-58.9% | $12,270-70.3% |