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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 | $17,930 | $110,379-83.8% | $102,412-82.5% | $145,884-87.7% |
| Participation rate | 26.7% | 77.9%-51.3pp | 74.5%-47.8pp | 80.3%-53.6pp |
| Annual return | 14.73% | 24.84%-10.1pp | 24.94%-10.2pp | 551.85%-537.1pp |
| Employer contribution / active EE | $990 | $4,216-76.5% | $3,870-74.4% | $4,662-78.8% |
| Participant deferral / active EE | $1,957 | $5,622-65.2% | $5,060-61.3% | $6,690-70.8% |
| Admin fee / account holder | $1,014 | $9,745-89.6% | $8,388-87.9% | $13,392-92.4% |