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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 | $25,904 | $97,125-73.3% | $86,233-70.0% | $137,256-81.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 16.86% | 74.19%-57.3pp | 61.39%-44.5pp | 220.34%-203.5pp |
| Employer contribution / active EE | $694 | $2,841-75.6% | $2,504-72.3% | $4,156-83.3% |
| Participant deferral / active EE | $2,078 | $5,180-59.9% | $4,559-54.4% | $6,407-67.6% |
| Admin fee / account holder | $4,674 | $9,725-51.9% | $8,342-44.0% | $12,270-61.9% |