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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 | $26,398 | $97,125-72.8% | $86,233-69.4% | $137,256-80.8% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.0%-39.0pp | 80.0%-50.0pp |
| Annual return | 19.11% | 74.19%-55.1pp | 61.39%-42.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $479 | $2,841-83.1% | $2,504-80.9% | $4,156-88.5% |
| Participant deferral / active EE | $1,183 | $5,180-77.2% | $4,559-74.1% | $6,407-81.5% |
| Admin fee / account holder | $3,745 | $9,725-61.5% | $8,342-55.1% | $12,270-69.5% |