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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 | $29,380 | $107,944-72.8% | $91,994-68.1% | $152,885-80.8% |
| Participation rate | 31.8% | 81.2%-49.4pp | 78.6%-46.8pp | 82.5%-50.6pp |
| Annual return | 28.65% | 89.26%-60.6pp | 69.03%-40.4pp | 345.39%-316.7pp |
| Employer contribution / active EE | $739 | $4,210-82.4% | $3,452-78.6% | $4,763-84.5% |
| Participant deferral / active EE | $2,084 | $6,365-67.3% | $5,923-64.8% | $5,851-64.4% |
| Admin fee / account holder | $547 | $10,521-94.8% | $7,743-92.9% | $11,598-95.3% |