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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 | $22,659 | $108,897-79.2% | $100,378-77.4% | $145,877-84.5% |
| Participation rate | 40.0% | 83.0%-43.0pp | 81.5%-41.5pp | 80.3%-40.3pp |
| Annual return | 18.83% | 58.17%-39.3pp | 49.41%-30.6pp | 551.28%-532.5pp |
| Employer contribution / active EE | $786 | $4,420-82.2% | $3,942-80.1% | $4,663-83.1% |
| Participant deferral / active EE | $3,038 | $8,455-64.1% | $8,087-62.4% | $6,691-54.6% |
| Admin fee / account holder | $1,157 | $9,690-88.1% | $7,899-85.3% | $13,402-91.4% |