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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 | $39,427 | $97,125-59.4% | $86,233-54.3% | $137,256-71.3% |
| Participation rate | 55.6% | 74.2%-18.6pp | 69.0%-13.5pp | 80.0%-24.4pp |
| Annual return | 17.54% | 74.19%-56.6pp | 61.39%-43.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $725 | $2,841-74.5% | $2,504-71.1% | $4,156-82.6% |
| Participant deferral / active EE | $3,281 | $5,180-36.6% | $4,559-28.0% | $6,407-48.8% |
| Admin fee / account holder | $2,117 | $9,725-78.2% | $8,342-74.6% | $12,270-82.7% |