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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 | $25,778 | $172,111-85.0% | $150,298-82.8% | $137,256-81.2% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 13.91% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $969 | $4,636-79.1% | $4,154-76.7% | $4,156-76.7% |
| Participant deferral / active EE | $3,053 | $6,166-50.5% | $5,453-44.0% | $6,407-52.3% |
| Admin fee / account holder | $3,686 | $16,471-77.6% | $14,116-73.9% | $12,270-70.0% |