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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 | $24,104 | $227,597-89.4% | $189,575-87.3% | $167,536-85.6% |
| Participation rate | 44.4% | 82.5%-38.1pp | 78.4%-34.0pp | 82.1%-37.7pp |
| Annual return | 16.73% | 78.44%-61.7pp | 64.19%-47.5pp | 478.82%-462.1pp |
| Employer contribution / active EE | $803 | $5,316-84.9% | $4,412-81.8% | $4,839-83.4% |
| Participant deferral / active EE | $5,683 | $7,002-18.8% | $6,174-8.0% | $6,342-10.4% |
| Admin fee / account holder | $7,701 | $11,877-35.2% | $9,806-21.5% | $12,315-37.5% |