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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 | $21,202 | $114,119-81.4% | $107,187-80.2% | $138,895-84.7% |
| Participation rate | 64.3% | 78.1%-13.8pp | 75.0%-10.7pp | 79.9%-15.6pp |
| Annual return | 15.56% | 273.21%-257.6pp | 204.55%-189.0pp | 145.39%-129.8pp |
| Employer contribution / active EE | $935 | $4,059-77.0% | $3,782-75.3% | $4,194-77.7% |
| Participant deferral / active EE | $2,242 | $5,538-59.5% | $5,096-56.0% | $6,396-64.9% |
| Admin fee / account holder | $881 | $10,024-91.2% | $9,162-90.4% | $12,562-93.0% |