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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 | $24,698 | $209,336-88.2% | $197,124-87.5% | $137,256-82.0% |
| Participation rate | 69.2% | 87.3%-18.1pp | 86.7%-17.5pp | 80.0%-10.7pp |
| Annual return | 15.95% | 48.09%-32.1pp | 44.34%-28.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,097 | $6,591-68.2% | $6,227-66.3% | $4,156-49.5% |
| Participant deferral / active EE | $5,207 | $9,614-45.8% | $9,135-43.0% | $6,407-18.7% |
| Admin fee / account holder | $4,555 | $17,308-73.7% | $16,298-72.0% | $12,270-62.9% |