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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 | $22,964 | $174,379-86.8% | $152,093-84.9% | $138,895-83.5% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 25.42% | 74.86%-49.4pp | 66.36%-40.9pp | 145.39%-120.0pp |
| Employer contribution / active EE | $966 | $4,652-79.2% | $4,175-76.9% | $4,194-77.0% |
| Participant deferral / active EE | $3,501 | $6,159-43.2% | $5,451-35.8% | $6,396-45.3% |
| Admin fee / account holder | $2,238 | $16,880-86.7% | $14,497-84.6% | $12,562-82.2% |