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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 | $25,044 | $114,013-78.0% | $103,693-75.8% | $155,188-83.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 15.17% | 49.31%-34.1pp | 47.61%-32.4pp | 148.84%-133.7pp |
| Employer contribution / active EE | $795 | $3,131-74.6% | $2,920-72.8% | $4,248-81.3% |
| Participant deferral / active EE | $1,249 | $4,970-74.9% | $4,579-72.7% | $6,531-80.9% |
| Admin fee / account holder | $6,737 | $8,407-19.9% | $7,858-14.3% | $14,480-53.5% |