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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 | $26,718 | $77,449-65.5% | $69,483-61.5% | $152,909-82.5% |
| Participation rate | 58.8% | 78.1%-19.3pp | 74.6%-15.8pp | 82.5%-23.6pp |
| Annual return | 19.23% | 39.09%-19.9pp | 28.99%-9.8pp | 345.46%-326.2pp |
| Employer contribution / active EE | $936 | $3,316-71.8% | $2,780-66.3% | $4,764-80.4% |
| Participant deferral / active EE | $1,355 | $4,415-69.3% | $3,537-61.7% | $5,851-76.8% |
| Admin fee / account holder | $816 | $6,210-86.9% | $3,841-78.7% | $11,601-93.0% |