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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 | $28,406 | $157,296-81.9% | $141,191-79.9% | $152,897-81.4% |
| Participation rate | 44.4% | 84.8%-40.4pp | 82.5%-38.0pp | 82.5%-38.0pp |
| Annual return | 25.32% | 64.34%-39.0pp | 71.41%-46.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $989 | $5,262-81.2% | $4,736-79.1% | $4,764-79.2% |
| Participant deferral / active EE | $2,404 | $7,111-66.2% | $6,710-64.2% | $5,851-58.9% |
| Admin fee / account holder | $2,615 | $12,125-78.4% | $10,264-74.5% | $11,599-77.5% |