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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 | $38,886 | $99,053-60.7% | $88,179-55.9% | $138,895-72.0% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.1%-46.9pp | 79.9%-57.7pp |
| Annual return | 21.37% | 78.17%-56.8pp | 64.97%-43.6pp | 145.39%-124.0pp |
| Employer contribution / active EE | $744 | $2,882-74.2% | $2,549-70.8% | $4,194-82.3% |
| Participant deferral / active EE | $2,184 | $5,225-58.2% | $4,614-52.7% | $6,396-65.9% |
| Admin fee / account holder | $1,329 | $8,748-84.8% | $7,673-82.7% | $12,562-89.4% |