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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 | $31,728 | $97,125-67.3% | $86,233-63.2% | $137,256-76.9% |
| Participation rate | 61.5% | 74.2%-12.7pp | 69.0%-7.5pp | 80.0%-18.4pp |
| Annual return | 20.09% | 74.19%-54.1pp | 61.39%-41.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $568 | $2,841-80.0% | $2,504-77.3% | $4,156-86.3% |
| Participant deferral / active EE | $1,212 | $5,180-76.6% | $4,559-73.4% | $6,407-81.1% |
| Admin fee / account holder | $1,988 | $9,725-79.6% | $8,342-76.2% | $12,270-83.8% |