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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 | $26,936 | $103,038-73.9% | $90,324-70.2% | $152,909-82.4% |
| Participation rate | 56.3% | 75.9%-19.6pp | 73.3%-17.0pp | 82.5%-26.2pp |
| Annual return | 23.24% | 95.25%-72.0pp | 78.15%-54.9pp | 345.46%-322.2pp |
| Employer contribution / active EE | $1,801 | $3,141-42.7% | $2,856-36.9% | $4,764-62.2% |
| Participant deferral / active EE | $2,062 | $4,282-51.9% | $3,885-46.9% | $5,851-64.8% |
| Admin fee / account holder | $3,846 | $6,177-37.7% | $5,356-28.2% | $11,601-66.8% |