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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 | $25,407 | $225,673-88.7% | $203,872-87.5% | $155,188-83.6% |
| Participation rate | 57.9% | 80.3%-22.4pp | 77.8%-19.9pp | 80.8%-22.9pp |
| Annual return | 14.63% | 95.91%-81.3pp | 85.11%-70.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $877 | $4,099-78.6% | $3,757-76.7% | $4,248-79.4% |
| Participant deferral / active EE | $1,369 | $6,893-80.1% | $6,388-78.6% | $6,531-79.0% |
| Admin fee / account holder | $6,413 | $12,327-48.0% | $11,730-45.3% | $14,480-55.7% |