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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 | $25,858 | $100,073-74.2% | $85,126-69.6% | $145,877-82.3% |
| Participation rate | 68.8% | 74.1%-5.4pp | 67.5%+1.2pp | 80.3%-11.6pp |
| Annual return | 16.66% | 84.11%-67.4pp | 66.63%-50.0pp | 551.28%-534.6pp |
| Employer contribution / active EE | $890 | $3,236-72.5% | $2,731-67.4% | $4,663-80.9% |
| Participant deferral / active EE | $1,940 | $5,294-63.4% | $4,523-57.1% | $6,691-71.0% |
| Admin fee / account holder | $338 | $7,261-95.3% | $6,160-94.5% | $13,402-97.5% |