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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 | $72,610 | $97,125-25.2% | $86,233-15.8% | $137,256-47.1% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.0%-47.6pp | 80.0%-58.5pp |
| Annual return | 12.17% | 74.19%-62.0pp | 61.39%-49.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $283 | $2,841-90.1% | $2,504-88.7% | $4,156-93.2% |
| Participant deferral / active EE | $2,161 | $5,180-58.3% | $4,559-52.6% | $6,407-66.3% |
| Admin fee / account holder | $1,571 | $9,725-83.9% | $8,342-81.2% | $12,270-87.2% |