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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 | $25,315 | $96,508-73.8% | $75,901-66.6% | $152,897-83.4% |
| Participation rate | 42.9% | 76.2%-33.3pp | 69.3%-26.4pp | 82.5%-39.6pp |
| Annual return | 25.06% | 33.99%-8.9pp | 30.76%-5.7pp | 345.43%-320.4pp |
| Employer contribution / active EE | $812 | $3,310-75.5% | $2,501-67.5% | $4,764-82.9% |
| Participant deferral / active EE | $3,611 | $4,554-20.7% | $3,603+0.2% | $5,851-38.3% |
| Admin fee / account holder | $430 | $8,081-94.7% | $5,420-92.1% | $11,599-96.3% |