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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 | $108,922-75.7% | $100,398-73.7% | $145,978-81.9% |
| Participation rate | 64.3% | 83.0%-18.7pp | 81.5%-17.2pp | 80.3%-16.0pp |
| Annual return | 15.96% | 58.04%-42.1pp | 49.32%-33.4pp | 550.52%-534.6pp |
| Employer contribution / active EE | $764 | $4,426-82.7% | $3,946-80.6% | $4,662-83.6% |
| Participant deferral / active EE | $6,067 | $8,450-28.2% | $8,084-25.0% | $6,690-9.3% |
| Admin fee / account holder | $3,680 | $9,680-62.0% | $7,893-53.4% | $13,400-72.5% |