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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 | $27,607 | $90,397-69.5% | $76,002-63.7% | $145,959-81.1% |
| Participation rate | 27.8% | 74.5%-46.7pp | 69.1%-41.3pp | 80.3%-52.5pp |
| Annual return | 14.76% | 621.97%-607.2pp | 360.07%-345.3pp | 561.95%-547.2pp |
| Employer contribution / active EE | $1,298 | $3,317-60.9% | $2,688-51.7% | $4,661-72.2% |
| Participant deferral / active EE | $3,107 | $5,163-39.8% | $4,257-27.0% | $6,689-53.6% |
| Admin fee / account holder | $2,633 | $8,369-68.5% | $6,414-59.0% | $13,398-80.4% |