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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 | $17,499 | $182,442-90.4% | $163,379-89.3% | $138,895-87.4% |
| Participation rate | 61.5% | 79.8%-18.2pp | 76.8%-15.3pp | 79.9%-18.4pp |
| Annual return | 21.19% | 72.74%-51.5pp | 63.41%-42.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $2,447 | $4,159-41.2% | $3,752-34.8% | $4,194-41.7% |
| Participant deferral / active EE | $3,476 | $6,817-49.0% | $6,282-44.7% | $6,396-45.7% |
| Admin fee / account holder | $2,674 | $10,396-74.3% | $9,818-72.8% | $12,562-78.7% |