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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 | $25,607 | $99,652-74.3% | $78,778-67.5% | $147,586-82.6% |
| Participation rate | 63.6% | 76.2%-12.6pp | 69.2%-5.6pp | 82.8%-19.2pp |
| Annual return | 14.75% | 47.28%-32.5pp | 35.62%-20.9pp | 578.59%-563.8pp |
| Employer contribution / active EE | $406 | $2,796-85.5% | $1,986-79.6% | $4,876-91.7% |
| Participant deferral / active EE | $1,191 | $3,664-67.5% | $2,958-59.7% | $5,439-78.1% |
| Admin fee / account holder | $774 | $7,155-89.2% | $5,134-84.9% | $10,886-92.9% |