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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 | $27,494 | $123,412-77.7% | $69,460-60.4% | $145,978-81.2% |
| Participation rate | 29.2% | 69.2%-40.1pp | 66.4%-37.3pp | 80.3%-51.1pp |
| Annual return | 16.19% | 191.25%-175.1pp | 100.80%-84.6pp | 550.52%-534.3pp |
| Employer contribution / active EE | $731 | $2,684-72.8% | $1,714-57.4% | $4,662-84.3% |
| Participant deferral / active EE | $2,625 | $4,240-38.1% | $2,890-9.2% | $6,690-60.8% |
| Admin fee / account holder | $1,854 | $7,816-76.3% | $4,695-60.5% | $13,400-86.2% |