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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 | $30,494 | $97,125-68.6% | $86,233-64.6% | $137,256-77.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 13.44% | 74.19%-60.7pp | 61.39%-47.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,748 | $2,841-38.5% | $2,504-30.2% | $4,156-57.9% |
| Participant deferral / active EE | $920 | $5,180-82.2% | $4,559-79.8% | $6,407-85.6% |
| Admin fee / account holder | $2,994 | $9,725-69.2% | $8,342-64.1% | $12,270-75.6% |