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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 | $25,726 | $97,125-73.5% | $86,233-70.2% | $137,256-81.3% |
| Participation rate | 62.5% | 74.2%-11.7pp | 69.0%-6.5pp | 80.0%-17.5pp |
| Annual return | 41.49% | 74.19%-32.7pp | 61.39%-19.9pp | 220.34%-178.9pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,461 | $5,180+82.7% | $4,559+107.5% | $6,407+47.7% |
| Admin fee / account holder | $841 | $9,725-91.4% | $8,342-89.9% | $12,270-93.1% |