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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 | $29,285 | $106,280-72.4% | $96,538-69.7% | $139,487-79.0% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 26.99% | 38.48%-11.5pp | 35.74%-8.8pp | 373.84%-346.9pp |
| Employer contribution / active EE | $2,004 | $4,107-51.2% | $3,740-46.4% | $4,755-57.9% |
| Participant deferral / active EE | $3,919 | $5,457-28.2% | $4,880-19.7% | $6,713-41.6% |
| Admin fee / account holder | $393 | $7,888-95.0% | $6,737-94.2% | $11,407-96.6% |