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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 | $22,823 | $114,119-80.0% | $107,187-78.7% | $138,895-83.6% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 79.9%-26.1pp |
| Annual return | 21.56% | 273.21%-251.6pp | 204.55%-183.0pp | 145.39%-123.8pp |
| Employer contribution / active EE | $1,941 | $4,059-52.2% | $3,782-48.7% | $4,194-53.7% |
| Participant deferral / active EE | $3,098 | $5,538-44.1% | $5,096-39.2% | $6,396-51.6% |
| Admin fee / account holder | $4,043 | $10,024-59.7% | $9,162-55.9% | $12,562-67.8% |