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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 | $24,895 | $211,224-88.2% | $178,505-86.1% | $145,897-82.9% |
| Participation rate | 29.4% | 80.8%-51.4pp | 77.1%-47.7pp | 80.3%-50.9pp |
| Annual return | 12.44% | 30.28%-17.8pp | 27.16%-14.7pp | 552.29%-539.8pp |
| Employer contribution / active EE | $832 | $4,577-81.8% | $3,955-79.0% | $4,663-82.2% |
| Participant deferral / active EE | $1,387 | $6,966-80.1% | $6,280-77.9% | $6,689-79.3% |
| Admin fee / account holder | $1,116 | $12,109-90.8% | $10,428-89.3% | $13,390-91.7% |