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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 | $28,048 | $93,346-70.0% | $71,796-60.9% | $273,972-89.8% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.1%-35.8pp | 83.0%-49.7pp |
| Annual return | 14.89% | 130.39%-115.5pp | 78.04%-63.1pp | 41.46%-26.6pp |
| Employer contribution / active EE | $767 | $2,733-72.0% | $1,924-60.2% | $4,869-84.3% |
| Participant deferral / active EE | $4,523 | $3,475+30.2% | $2,794+61.9% | $5,287-14.5% |
| Admin fee / account holder | $766 | $6,571-88.3% | $4,815-84.1% | $10,133-92.4% |