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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 | $24,213 | $208,088-88.4% | $186,193-87.0% | $154,746-84.4% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.1%-48.5pp | 80.7%-52.1pp |
| Annual return | 18.88% | 89.97%-71.1pp | 78.03%-59.2pp | 172.34%-153.5pp |
| Employer contribution / active EE | $1,393 | $4,340-67.9% | $3,918-64.4% | $4,379-68.2% |
| Participant deferral / active EE | $2,213 | $7,078-68.7% | $6,513-66.0% | $6,730-67.1% |
| Admin fee / account holder | $6,983 | $11,698-40.3% | $11,058-36.9% | $14,365-51.4% |