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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 | $28,714 | $63,433-54.7% | $63,803-55.0% | $64,097-55.2% |
| Participation rate | 40.1% | 65.0%-24.9pp | 72.7%-32.6pp | 55.2%-15.1pp |
| Annual return | 20.25% | 20.74%-0.5pp | 543.72%-523.5pp | 34.64%-14.4pp |
| Employer contribution / active EE | $781 | $2,332-66.5% | $2,532-69.2% | $1,891-58.7% |
| Participant deferral / active EE | $1,541 | $3,119-50.6% | $3,843-59.9% | $3,080-50.0% |
| Admin fee / account holder | $1,322 | $1,489-11.3% | $5,196-74.6% | $3,454-61.7% |