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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 | $20,932 | $117,895-82.2% | $102,460-79.6% | $145,897-85.7% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 11.50% | 31.92%-20.4pp | 29.47%-18.0pp | 552.29%-540.8pp |
| Employer contribution / active EE | $1,602 | $3,619-55.7% | $3,025-47.1% | $4,663-65.7% |
| Participant deferral / active EE | $2,414 | $5,736-57.9% | $5,056-52.3% | $6,689-63.9% |
| Admin fee / account holder | $2,260 | $13,353-83.1% | $9,460-76.1% | $13,390-83.1% |