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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 | $20,286 | $106,905-81.0% | $84,020-75.9% | $152,885-86.7% |
| Participation rate | 64.3% | 75.2%-11.0pp | 69.0%-4.7pp | 82.5%-18.2pp |
| Annual return | 15.72% | 105.00%-89.3pp | 71.31%-55.6pp | 345.39%-329.7pp |
| Employer contribution / active EE | $827 | $2,735-69.7% | $1,984-58.3% | $4,763-82.6% |
| Participant deferral / active EE | $3,376 | $4,012-15.9% | $3,239+4.2% | $5,851-42.3% |
| Admin fee / account holder | $776 | $8,287-90.6% | $6,101-87.3% | $11,598-93.3% |