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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 | $22,474 | $182,442-87.7% | $163,379-86.2% | $138,895-83.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.8%-10.2pp | 79.9%-13.3pp |
| Annual return | 13.56% | 72.74%-59.2pp | 63.41%-49.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $948 | $4,159-77.2% | $3,752-74.7% | $4,194-77.4% |
| Participant deferral / active EE | $2,439 | $6,817-64.2% | $6,282-61.2% | $6,396-61.9% |
| Admin fee / account holder | $2,892 | $10,396-72.2% | $9,818-70.5% | $12,562-77.0% |