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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 | $26,973 | $208,088-87.0% | $186,193-85.5% | $154,746-82.6% |
| Participation rate | 34.8% | 80.0%-45.2pp | 77.1%-42.3pp | 80.7%-45.9pp |
| Annual return | 15.53% | 89.97%-74.4pp | 78.03%-62.5pp | 172.34%-156.8pp |
| Employer contribution / active EE | $629 | $4,340-85.5% | $3,918-83.9% | $4,379-85.6% |
| Participant deferral / active EE | $1,611 | $7,078-77.2% | $6,513-75.3% | $6,730-76.1% |
| Admin fee / account holder | $8,069 | $11,698-31.0% | $11,058-27.0% | $14,365-43.8% |