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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 | $16,159 | $111,535-85.5% | $105,223-84.6% | $137,256-88.2% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.0%-9.8pp | 80.0%-14.7pp |
| Annual return | 17.09% | 237.85%-220.8pp | 180.65%-163.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $870 | $3,939-77.9% | $3,689-76.4% | $4,156-79.1% |
| Participant deferral / active EE | $2,266 | $5,500-58.8% | $5,072-55.3% | $6,407-64.6% |
| Admin fee / account holder | $957 | $9,721-90.2% | $8,859-89.2% | $12,270-92.2% |