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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 | $13,796 | $97,125-85.8% | $86,233-84.0% | $137,256-89.9% |
| Participation rate | 38.1% | 74.2%-36.1pp | 69.0%-30.9pp | 80.0%-41.9pp |
| Annual return | 22.57% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $998 | $2,841-64.9% | $2,504-60.1% | $4,156-76.0% |
| Participant deferral / active EE | $1,708 | $5,180-67.0% | $4,559-62.5% | $6,407-73.3% |
| Admin fee / account holder | $1,155 | $9,725-88.1% | $8,342-86.2% | $12,270-90.6% |