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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 | $12,967 | $114,119-88.6% | $107,187-87.9% | $138,895-90.7% |
| Participation rate | 54.5% | 78.1%-23.5pp | 75.0%-20.5pp | 79.9%-25.4pp |
| Annual return | 24.27% | 273.21%-248.9pp | 204.55%-180.3pp | 145.39%-121.1pp |
| Employer contribution / active EE | $1,273 | $4,059-68.6% | $3,782-66.3% | $4,194-69.7% |
| Participant deferral / active EE | $2,339 | $5,538-57.8% | $5,096-54.1% | $6,396-63.4% |
| Admin fee / account holder | $1,987 | $10,024-80.2% | $9,162-78.3% | $12,562-84.2% |