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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 | $25,684 | $62,672-59.0% | $185,117-86.1% | $70,126-63.4% |
| Participation rate | 56.1% | 63.8%-7.7pp | 77.3%-21.2pp | 69.5%-13.4pp |
| Annual return | 14.46% | 40.79%-26.3pp | 40.50%-26.0pp | 73.15%-58.7pp |
| Employer contribution / active EE | $401 | $1,753-77.1% | $4,182-90.4% | $2,343-82.9% |
| Participant deferral / active EE | $3,130 | $3,272-4.3% | $5,045-38.0% | $3,332-6.0% |
| Admin fee / account holder | $2,496 | $3,932-36.5% | $8,159-69.4% | $4,645-46.3% |