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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 | $26,525 | $114,013-76.7% | $103,693-74.4% | $155,188-82.9% |
| Participation rate | 44.4% | 75.2%-30.8pp | 72.6%-28.2pp | 80.8%-36.4pp |
| Annual return | 11.68% | 49.31%-37.6pp | 47.61%-35.9pp | 148.84%-137.2pp |
| Employer contribution / active EE | $841 | $3,131-73.1% | $2,920-71.2% | $4,248-80.2% |
| Participant deferral / active EE | $1,202 | $4,970-75.8% | $4,579-73.8% | $6,531-81.6% |
| Admin fee / account holder | $3,059 | $8,407-63.6% | $7,858-61.1% | $14,480-78.9% |