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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 | $26,664 | $82,133-67.5% | $147,318-81.9% | $64,097-58.4% |
| Participation rate | 30.8% | 62.3%-31.4pp | 82.1%-51.2pp | 55.2%-24.3pp |
| Annual return | 21.51% | 78.78%-57.3pp | 70.43%-48.9pp | 34.64%-13.1pp |
| Employer contribution / active EE | $885 | $2,872-69.2% | $4,593-80.7% | $1,891-53.2% |
| Participant deferral / active EE | $1,528 | $5,407-71.7% | $7,906-80.7% | $3,080-50.4% |
| Admin fee / account holder | $1,115 | $3,730-70.1% | $13,708-91.9% | $3,454-67.7% |