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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 | $111,535-79.8% | $105,223-78.5% | $137,256-83.5% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.0%-10.3pp | 80.0%-15.3pp |
| Annual return | 21.41% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,234 | $3,939-68.7% | $3,689-66.5% | $4,156-70.3% |
| Participant deferral / active EE | $2,599 | $5,500-52.7% | $5,072-48.8% | $6,407-59.4% |
| Admin fee / account holder | $854 | $9,721-91.2% | $8,859-90.4% | $12,270-93.0% |