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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 | $22,077 | $65,361-66.2% | $92,903-76.2% | $72,983-69.8% |
| Participation rate | 53.1% | 68.3%-15.2pp | 76.0%-22.9pp | 69.5%-16.4pp |
| Annual return | 30.60% | 42.11%-11.5pp | 109.43%-78.8pp | 81.01%-50.4pp |
| Employer contribution / active EE | $2,290 | $2,594-11.7% | $3,653-37.3% | $2,440-6.1% |
| Participant deferral / active EE | $3,565 | $3,128+14.0% | $4,238-15.9% | $3,608-1.2% |
| Admin fee / account holder | $479 | $4,251-88.7% | $5,795-91.7% | $5,124-90.7% |