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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 | $27,005 | $97,125-72.2% | $86,233-68.7% | $137,256-80.3% |
| Participation rate | 28.6% | 74.2%-45.6pp | 69.0%-40.4pp | 80.0%-51.4pp |
| Annual return | 21.92% | 74.19%-52.3pp | 61.39%-39.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $443 | $2,841-84.4% | $2,504-82.3% | $4,156-89.3% |
| Participant deferral / active EE | $886 | $5,180-82.9% | $4,559-80.6% | $6,407-86.2% |
| Admin fee / account holder | $595 | $9,725-93.9% | $8,342-92.9% | $12,270-95.2% |