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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 | $28,918 | $89,367-67.6% | $141,191-79.5% | $72,975-60.4% |
| Participation rate | 61.3% | 75.1%-13.8pp | 82.5%-21.2pp | 69.5%-8.2pp |
| Annual return | 29.79% | 111.87%-82.1pp | 71.41%-41.6pp | 81.01%-51.2pp |
| Employer contribution / active EE | $1,976 | $3,115-36.6% | $4,736-58.3% | $2,440-19.0% |
| Participant deferral / active EE | $6,311 | $5,419+16.5% | $6,710-5.9% | $3,608+74.9% |
| Admin fee / account holder | $953 | $5,957-84.0% | $10,264-90.7% | $5,124-81.4% |