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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 | $28,415 | $97,125-70.7% | $86,233-67.0% | $137,256-79.3% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 14.64% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,423 | $2,841-49.9% | $2,504-43.2% | $4,156-65.8% |
| Participant deferral / active EE | $2,001 | $5,180-61.4% | $4,559-56.1% | $6,407-68.8% |
| Admin fee / account holder | $1,982 | $9,725-79.6% | $8,342-76.2% | $12,270-83.8% |