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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 | $12,124 | $97,125-87.5% | $86,233-85.9% | $137,256-91.2% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.0%-24.6pp | 80.0%-35.5pp |
| Annual return | 24.05% | 74.19%-50.1pp | 61.39%-37.3pp | 220.34%-196.3pp |
| Employer contribution / active EE | $1,265 | $2,841-55.5% | $2,504-49.5% | $4,156-69.6% |
| Participant deferral / active EE | $1,727 | $5,180-66.7% | $4,559-62.1% | $6,407-73.0% |
| Admin fee / account holder | $5,390 | $9,725-44.6% | $8,342-35.4% | $12,270-56.1% |