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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 | $26,941 | $97,125-72.3% | $86,233-68.8% | $137,256-80.4% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.0%-33.3pp | 80.0%-44.2pp |
| Annual return | 20.31% | 74.19%-53.9pp | 61.39%-41.1pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,098 | $2,841-61.3% | $2,504-56.1% | $4,156-73.6% |
| Participant deferral / active EE | $1,708 | $5,180-67.0% | $4,559-62.5% | $6,407-73.3% |
| Admin fee / account holder | $2,112 | $9,725-78.3% | $8,342-74.7% | $12,270-82.8% |