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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 | $36,665 | $106,267-65.5% | $96,520-62.0% | $139,456-73.7% |
| Participation rate | 25.0% | 77.8%-52.8pp | 74.3%-49.3pp | 80.3%-55.3pp |
| Annual return | 17.05% | 38.45%-21.4pp | 35.72%-18.7pp | 373.45%-356.4pp |
| Employer contribution / active EE | $803 | $4,105-80.4% | $3,739-78.5% | $4,753-83.1% |
| Participant deferral / active EE | $2,214 | $5,454-59.4% | $4,879-54.6% | $6,711-67.0% |
| Admin fee / account holder | $1,823 | $7,882-76.9% | $6,733-72.9% | $11,407-84.0% |