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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 | $58,195 | $97,125-40.1% | $86,233-32.5% | $137,256-57.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 31.85% | 74.19%-42.3pp | 61.39%-29.5pp | 220.34%-188.5pp |
| Employer contribution / active EE | $1,096 | $2,841-61.4% | $2,504-56.2% | $4,156-73.6% |
| Participant deferral / active EE | $8,463 | $5,180+63.4% | $4,559+85.6% | $6,407+32.1% |
| Admin fee / account holder | $20,339 | $9,725+109.2% | $8,342+143.8% | $12,270+65.8% |