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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 | $22,580 | $129,737-82.6% | $119,126-81.0% | $154,746-85.4% |
| Participation rate | 64.7% | 78.9%-14.1pp | 75.8%-11.1pp | 80.7%-16.0pp |
| Annual return | 21.41% | 379.08%-357.7pp | 282.11%-260.7pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,234 | $4,375-71.8% | $4,034-69.4% | $4,379-71.8% |
| Participant deferral / active EE | $2,599 | $5,842-55.5% | $5,318-51.1% | $6,730-61.4% |
| Admin fee / account holder | $854 | $11,961-92.9% | $10,693-92.0% | $14,365-94.1% |