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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 | $22,559 | $101,618-77.8% | $93,063-75.8% | $137,256-83.6% |
| Participation rate | 36.4% | 74.9%-38.6pp | 72.1%-35.8pp | 80.0%-43.6pp |
| Annual return | 16.17% | 223.95%-207.8pp | 34.15%-18.0pp | 220.34%-204.2pp |
| Employer contribution / active EE | $724 | $2,707-73.3% | $2,476-70.8% | $4,156-82.6% |
| Participant deferral / active EE | $3,153 | $4,279-26.3% | $3,958-20.3% | $6,407-50.8% |
| Admin fee / account holder | $1,189 | $6,198-80.8% | $6,033-80.3% | $12,270-90.3% |