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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 | $26,443 | $108,942-75.7% | $100,415-73.7% | $145,897-81.9% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 15.96% | 58.27%-42.3pp | 49.47%-33.5pp | 552.29%-536.3pp |
| Employer contribution / active EE | $764 | $4,422-82.7% | $3,943-80.6% | $4,663-83.6% |
| Participant deferral / active EE | $6,067 | $8,461-28.3% | $8,091-25.0% | $6,689-9.3% |
| Admin fee / account holder | $3,680 | $9,702-62.1% | $7,906-53.5% | $13,390-72.5% |