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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 | $26,006 | $156,398-83.4% | $147,318-82.3% | $138,895-81.3% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 22.70% | 78.75%-56.0pp | 70.43%-47.7pp | 145.39%-122.7pp |
| Employer contribution / active EE | $2,074 | $4,853-57.3% | $4,593-54.8% | $4,194-50.6% |
| Participant deferral / active EE | $5,393 | $8,237-34.5% | $7,906-31.8% | $6,396-15.7% |
| Admin fee / account holder | $435 | $14,976-97.1% | $13,708-96.8% | $12,562-96.5% |