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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 | $25,772 | $114,013-77.4% | $103,693-75.1% | $155,188-83.4% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.1pp | 80.8%-25.2pp |
| Annual return | 18.63% | 49.31%-30.7pp | 47.61%-29.0pp | 148.84%-130.2pp |
| Employer contribution / active EE | $606 | $3,131-80.6% | $2,920-79.2% | $4,248-85.7% |
| Participant deferral / active EE | $1,677 | $4,970-66.2% | $4,579-63.4% | $6,531-74.3% |
| Admin fee / account holder | $1,260 | $8,407-85.0% | $7,858-84.0% | $14,480-91.3% |