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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 | $26,982 | $100,139-73.1% | $85,187-68.3% | $145,884-81.5% |
| Participation rate | 31.8% | 74.1%-42.3pp | 67.5%-35.7pp | 80.3%-48.5pp |
| Annual return | 9.34% | 84.15%-74.8pp | 66.67%-57.3pp | 551.85%-542.5pp |
| Employer contribution / active EE | $801 | $3,238-75.2% | $2,732-70.7% | $4,662-82.8% |
| Participant deferral / active EE | $1,579 | $5,296-70.2% | $4,525-65.1% | $6,690-76.4% |
| Admin fee / account holder | $928 | $7,262-87.2% | $6,162-84.9% | $13,392-93.1% |