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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 | $18,168 | $185,312-90.2% | $161,489-88.7% | $154,746-88.3% |
| Participation rate | 54.2% | 82.5%-28.3pp | 78.7%-24.5pp | 80.7%-26.5pp |
| Annual return | 16.47% | 103.84%-87.4pp | 89.72%-73.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,162 | $4,769-54.7% | $4,268-49.3% | $4,379-50.6% |
| Participant deferral / active EE | $4,015 | $6,350-36.8% | $5,630-28.7% | $6,730-40.3% |
| Admin fee / account holder | $1,774 | $18,654-90.5% | $16,006-88.9% | $14,365-87.6% |