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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 | $21,269 | $114,013-81.3% | $103,693-79.5% | $155,188-86.3% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 17.42% | 49.31%-31.9pp | 47.61%-30.2pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,909 | $3,131-39.0% | $2,920-34.6% | $4,248-55.1% |
| Participant deferral / active EE | $3,524 | $4,970-29.1% | $4,579-23.0% | $6,531-46.0% |
| Admin fee / account holder | $1,735 | $8,407-79.4% | $7,858-77.9% | $14,480-88.0% |