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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 | $27,617 | $88,672-68.9% | $105,223-73.8% | $82,448-66.5% |
| Participation rate | 17.6% | 67.9%-50.3pp | 75.0%-57.4pp | 68.1%-50.4pp |
| Annual return | 26.26% | 30.86%-4.6pp | 180.65%-154.4pp | 41.64%-15.4pp |
| Employer contribution / active EE | $803 | $3,048-73.7% | $3,689-78.2% | $2,551-68.5% |
| Participant deferral / active EE | $1,723 | $4,036-57.3% | $5,072-66.0% | $4,139-58.4% |
| Admin fee / account holder | $1,559 | $7,146-78.2% | $8,859-82.4% | $7,234-78.5% |