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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 | $24,576 | $97,125-74.7% | $86,233-71.5% | $137,256-82.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.0%-29.0pp | 80.0%-40.0pp |
| Annual return | 24.17% | 74.19%-50.0pp | 61.39%-37.2pp | 220.34%-196.2pp |
| Employer contribution / active EE | $862 | $2,841-69.6% | $2,504-65.6% | $4,156-79.2% |
| Participant deferral / active EE | $1,669 | $5,180-67.8% | $4,559-63.4% | $6,407-73.9% |
| Admin fee / account holder | $709 | $9,725-92.7% | $8,342-91.5% | $12,270-94.2% |