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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 | $36,122 | $208,088-82.6% | $186,193-80.6% | $154,746-76.7% |
| Participation rate | 16.7% | 80.0%-63.3pp | 77.1%-60.4pp | 80.7%-64.0pp |
| Annual return | 17.93% | 89.97%-72.0pp | 78.03%-60.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $793 | $4,340-81.7% | $3,918-79.7% | $4,379-81.9% |
| Participant deferral / active EE | $1,503 | $7,078-78.8% | $6,513-76.9% | $6,730-77.7% |
| Admin fee / account holder | $1,923 | $11,698-83.6% | $11,058-82.6% | $14,365-86.6% |