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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 | $25,508 | $148,582-82.8% | $135,942-81.2% | $139,456-81.7% |
| Participation rate | 46.2% | 83.9%-37.7pp | 81.9%-35.8pp | 80.3%-34.2pp |
| Annual return | 17.78% | 79.26%-61.5pp | 68.28%-50.5pp | 373.45%-355.7pp |
| Employer contribution / active EE | $1,674 | $5,245-68.1% | $4,858-65.5% | $4,753-64.8% |
| Participant deferral / active EE | $4,428 | $8,101-45.3% | $7,759-42.9% | $6,711-34.0% |
| Admin fee / account holder | $1,436 | $12,402-88.4% | $10,764-86.7% | $11,407-87.4% |