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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 | $26,863 | $155,555-82.7% | $146,866-81.7% | $155,188-82.7% |
| Participation rate | 69.2% | 84.0%-14.7pp | 82.5%-13.3pp | 80.8%-11.6pp |
| Annual return | 21.56% | 115.41%-93.9pp | 102.85%-81.3pp | 148.84%-127.3pp |
| Employer contribution / active EE | $2,536 | $4,647-45.4% | $4,425-42.7% | $4,248-40.3% |
| Participant deferral / active EE | $4,450 | $8,044-44.7% | $7,759-42.7% | $6,531-31.9% |
| Admin fee / account holder | $408 | $14,755-97.2% | $13,620-97.0% | $14,480-97.2% |