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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 | $125,778-82.1% | $114,563-80.3% | $154,746-85.4% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.9%-36.5pp | 80.7%-44.3pp |
| Annual return | 16.17% | 295.14%-279.0pp | 241.09%-224.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $724 | $2,806-74.2% | $2,592-72.1% | $4,379-83.5% |
| Participant deferral / active EE | $3,153 | $4,445-29.1% | $4,142-23.9% | $6,730-53.1% |
| Admin fee / account holder | $1,189 | $8,190-85.5% | $7,623-84.4% | $14,365-91.7% |