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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 | $26,651 | $95,383-72.1% | $185,837-85.7% | $85,856-69.0% |
| Participation rate | 55.0% | 68.8%-13.8pp | 81.7%-26.7pp | 69.3%-14.3pp |
| Annual return | 12.31% | 23.59%-11.3pp | 122.08%-109.8pp | 318.58%-306.3pp |
| Employer contribution / active EE | $777 | $3,313-76.6% | $5,168-85.0% | $2,565-69.7% |
| Participant deferral / active EE | $2,454 | $3,423-28.3% | $5,568-55.9% | $3,952-37.9% |
| Admin fee / account holder | $2,303 | $7,213-68.1% | $16,241-85.8% | $6,261-63.2% |