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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 | $23,210 | $48,327-52.0% | $67,575-65.7% | $80,935-71.3% |
| Participation rate | 58.8% | 66.4%-7.6pp | 72.9%-14.1pp | 67.7%-8.8pp |
| Annual return | 16.36% | 18.31%-1.9pp | 3528.98%-3512.6pp | 35.66%-19.3pp |
| Employer contribution / active EE | $916 | $2,022-54.7% | $2,736-66.5% | $2,757-66.8% |
| Participant deferral / active EE | $4,024 | $2,927+37.5% | $4,003+0.5% | $4,299-6.4% |
| Admin fee / account holder | $4,030 | $3,692+9.1% | $3,993+0.9% | $6,924-41.8% |