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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 | $21,053 | $133,981-84.3% | $112,249-81.2% | $134,532-84.4% |
| Participation rate | 65.2% | 78.6%-13.3pp | 75.1%-9.8pp | 81.2%-16.0pp |
| Annual return | 16.22% | 47.16%-30.9pp | 27.48%-11.3pp | 418.27%-402.0pp |
| Employer contribution / active EE | $2,175 | $4,040-46.2% | $3,636-40.2% | $4,741-54.1% |
| Participant deferral / active EE | $5,035 | $5,292-4.9% | $4,729+6.5% | $6,401-21.3% |
| Admin fee / account holder | $1,289 | $7,492-82.8% | $6,412-79.9% | $11,429-88.7% |