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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 | $21,199 | $125,778-83.1% | $114,563-81.5% | $154,746-86.3% |
| Participation rate | 68.8% | 75.2%-6.4pp | 72.9%-4.2pp | 80.7%-12.0pp |
| Annual return | 14.53% | 295.14%-280.6pp | 241.09%-226.6pp | 172.34%-157.8pp |
| Employer contribution / active EE | $741 | $2,806-73.6% | $2,592-71.4% | $4,379-83.1% |
| Participant deferral / active EE | $1,977 | $4,445-55.5% | $4,142-52.3% | $6,730-70.6% |
| Admin fee / account holder | $409 | $8,190-95.0% | $7,623-94.6% | $14,365-97.2% |