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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 | $27,182 | $100,073-72.8% | $85,126-68.1% | $145,877-81.4% |
| Participation rate | 30.8% | 74.1%-43.3pp | 67.5%-36.8pp | 80.3%-49.5pp |
| Annual return | 14.17% | 84.11%-69.9pp | 66.63%-52.5pp | 551.28%-537.1pp |
| Employer contribution / active EE | $995 | $3,236-69.3% | $2,731-63.6% | $4,663-78.7% |
| Participant deferral / active EE | $4,795 | $5,294-9.4% | $4,523+6.0% | $6,691-28.3% |
| Admin fee / account holder | $1,020 | $7,261-85.9% | $6,160-83.4% | $13,402-92.4% |