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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 | $19,715 | $162,136-87.8% | $152,301-87.1% | $154,746-87.3% |
| Participation rate | 52.9% | 84.1%-31.2pp | 82.4%-29.5pp | 80.7%-27.8pp |
| Annual return | 16.02% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $3,167 | $4,890-35.2% | $4,624-31.5% | $4,379-27.7% |
| Participant deferral / active EE | $3,266 | $8,341-60.8% | $8,004-59.2% | $6,730-51.5% |
| Admin fee / account holder | $3,041 | $15,759-80.7% | $14,398-78.9% | $14,365-78.8% |