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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 | $37,109 | $97,125-61.8% | $86,233-57.0% | $137,256-73.0% |
| Participation rate | 22.7% | 74.2%-51.5pp | 69.0%-46.3pp | 80.0%-57.2pp |
| Annual return | 15.18% | 74.19%-59.0pp | 61.39%-46.2pp | 220.34%-205.2pp |
| Employer contribution / active EE | $519 | $2,841-81.7% | $2,504-79.3% | $4,156-87.5% |
| Participant deferral / active EE | $1,817 | $5,180-64.9% | $4,559-60.2% | $6,407-71.6% |
| Admin fee / account holder | $13,588 | $9,725+39.7% | $8,342+62.9% | $12,270+10.7% |