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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 | $57,621 | $110,379-47.8% | $102,412-43.7% | $145,884-60.5% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 23.56% | 24.84%-1.3pp | 24.94%-1.4pp | 551.85%-528.3pp |
| Employer contribution / active EE | $894 | $4,216-78.8% | $3,870-76.9% | $4,662-80.8% |
| Participant deferral / active EE | $3,048 | $5,622-45.8% | $5,060-39.8% | $6,690-54.4% |
| Admin fee / account holder | $452 | $9,745-95.4% | $8,388-94.6% | $13,392-96.6% |