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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 | $28,231 | $211,224-86.6% | $178,505-84.2% | $145,897-80.6% |
| Participation rate | 40.9% | 80.8%-39.9pp | 77.1%-36.2pp | 80.3%-39.4pp |
| Annual return | 8.64% | 30.28%-21.6pp | 27.16%-18.5pp | 552.29%-543.6pp |
| Employer contribution / active EE | $906 | $4,577-80.2% | $3,955-77.1% | $4,663-80.6% |
| Participant deferral / active EE | $2,623 | $6,966-62.3% | $6,280-58.2% | $6,689-60.8% |
| Admin fee / account holder | $7,713 | $12,109-36.3% | $10,428-26.0% | $13,390-42.4% |