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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 | $25,315 | $97,125-73.9% | $86,233-70.6% | $137,256-81.6% |
| Participation rate | 46.7% | 74.2%-27.5pp | 69.0%-22.4pp | 80.0%-33.3pp |
| Annual return | 12.90% | 74.19%-61.3pp | 61.39%-48.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $923 | $2,841-67.5% | $2,504-63.1% | $4,156-77.8% |
| Participant deferral / active EE | $1,049 | $5,180-79.7% | $4,559-77.0% | $6,407-83.6% |
| Admin fee / account holder | $2,217 | $9,725-77.2% | $8,342-73.4% | $12,270-81.9% |