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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 | $20,140 | $101,618-80.2% | $93,063-78.4% | $137,256-85.3% |
| Participation rate | 64.3% | 74.9%-10.6pp | 72.1%-7.8pp | 80.0%-15.7pp |
| Annual return | 14.49% | 223.95%-209.5pp | 34.15%-19.7pp | 220.34%-205.8pp |
| Employer contribution / active EE | $797 | $2,707-70.6% | $2,476-67.8% | $4,156-80.8% |
| Participant deferral / active EE | $2,878 | $4,279-32.7% | $3,958-27.3% | $6,407-55.1% |
| Admin fee / account holder | $3,604 | $6,198-41.9% | $6,033-40.3% | $12,270-70.6% |