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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 | $23,461 | $162,136-85.5% | $152,301-84.6% | $154,746-84.8% |
| Participation rate | 46.2% | 84.1%-38.0pp | 82.4%-36.3pp | 80.7%-34.5pp |
| Annual return | 21.86% | 91.02%-69.2pp | 80.50%-58.6pp | 172.34%-150.5pp |
| Employer contribution / active EE | $1,695 | $4,890-65.3% | $4,624-63.3% | $4,379-61.3% |
| Participant deferral / active EE | $5,413 | $8,341-35.1% | $8,004-32.4% | $6,730-19.6% |
| Admin fee / account holder | $8,729 | $15,759-44.6% | $14,398-39.4% | $14,365-39.2% |