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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 | $26,396 | $55,930-52.8% | $76,089-65.3% | $80,925-67.4% |
| Participation rate | 25.0% | 62.1%-37.1pp | 69.1%-44.1pp | 67.7%-42.7pp |
| Annual return | 17.07% | 20.58%-3.5pp | 360.94%-343.9pp | 35.65%-18.6pp |
| Employer contribution / active EE | $835 | $1,866-55.3% | $2,690-69.0% | $2,756-69.7% |
| Participant deferral / active EE | $2,987 | $3,051-2.1% | $4,259-29.9% | $4,299-30.5% |
| Admin fee / account holder | $1,011 | $5,241-80.7% | $6,418-84.2% | $6,940-85.4% |