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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 | $26,596 | $99,652-73.3% | $78,778-66.2% | $147,586-82.0% |
| Participation rate | 37.5% | 76.2%-38.7pp | 69.2%-31.7pp | 82.8%-45.3pp |
| Annual return | 19.00% | 47.28%-28.3pp | 35.62%-16.6pp | 578.59%-559.6pp |
| Employer contribution / active EE | $364 | $2,796-87.0% | $1,986-81.7% | $4,876-92.5% |
| Participant deferral / active EE | $1,626 | $3,664-55.6% | $2,958-45.0% | $5,439-70.1% |
| Admin fee / account holder | $963 | $7,155-86.5% | $5,134-81.2% | $10,886-91.2% |