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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 | $21,535 | $181,062-88.1% | $158,223-86.4% | $155,188-86.1% |
| Participation rate | 57.9% | 82.7%-24.8pp | 79.2%-21.3pp | 80.8%-22.9pp |
| Annual return | 22.83% | 57.39%-34.6pp | 52.09%-29.3pp | 148.84%-126.0pp |
| Employer contribution / active EE | $1,440 | $4,565-68.4% | $4,109-64.9% | $4,248-66.1% |
| Participant deferral / active EE | $2,901 | $6,134-52.7% | $5,467-46.9% | $6,531-55.6% |
| Admin fee / account holder | $1,064 | $18,825-94.3% | $16,047-93.4% | $14,480-92.7% |