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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 | $12,883 | $102,938-87.5% | $94,105-86.3% | $138,895-90.7% |
| Participation rate | 33.3% | 74.6%-41.3pp | 71.9%-38.6pp | 79.9%-46.6pp |
| Annual return | 27.34% | 250.28%-222.9pp | 204.55%-177.2pp | 145.39%-118.1pp |
| Employer contribution / active EE | $525 | $2,732-80.8% | $2,504-79.1% | $4,194-87.5% |
| Participant deferral / active EE | $2,445 | $4,196-41.7% | $3,881-37.0% | $6,396-61.8% |
| Admin fee / account holder | $3,603 | $6,600-45.4% | $6,199-41.9% | $12,562-71.3% |