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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 | $29,076 | $135,956-78.6% | $123,894-76.5% | $273,972-89.4% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 12.62% | 56.63%-44.0pp | 47.52%-34.9pp | 41.46%-28.8pp |
| Employer contribution / active EE | $1,196 | $5,170-76.9% | $4,617-74.1% | $4,869-75.4% |
| Participant deferral / active EE | $6,925 | $6,343+9.2% | $5,984+15.7% | $5,287+31.0% |
| Admin fee / account holder | $604 | $9,817-93.9% | $8,357-92.8% | $10,133-94.0% |