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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 | $20,061 | $96,524-79.2% | $75,900-73.6% | $152,909-86.9% |
| Participation rate | 62.5% | 76.2%-13.7pp | 69.3%-6.8pp | 82.5%-20.0pp |
| Annual return | 25.21% | 33.93%-8.7pp | 30.73%-5.5pp | 345.46%-320.3pp |
| Employer contribution / active EE | $595 | $3,311-82.0% | $2,501-76.2% | $4,764-87.5% |
| Participant deferral / active EE | $3,245 | $4,554-28.7% | $3,604-9.9% | $5,851-44.5% |
| Admin fee / account holder | $459 | $8,082-94.3% | $5,421-91.5% | $11,601-96.0% |