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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 | $36,516 | $135,956-73.1% | $123,894-70.5% | $273,972-86.7% |
| Participation rate | 26.7% | 84.1%-57.4pp | 81.4%-54.7pp | 83.0%-56.3pp |
| Annual return | 10.28% | 56.63%-46.4pp | 47.52%-37.2pp | 41.46%-31.2pp |
| Employer contribution / active EE | $1,016 | $5,170-80.3% | $4,617-78.0% | $4,869-79.1% |
| Participant deferral / active EE | $3,289 | $6,343-48.1% | $5,984-45.0% | $5,287-37.8% |
| Admin fee / account holder | $5,731 | $9,817-41.6% | $8,357-31.4% | $10,133-43.4% |