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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 | $26,381 | $154,228-82.9% | $145,433-81.9% | $137,256-80.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.16% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,012 | $4,804-78.9% | $4,554-77.8% | $4,156-75.6% |
| Participant deferral / active EE | $4,035 | $8,216-50.9% | $7,897-48.9% | $6,407-37.0% |
| Admin fee / account holder | $1,550 | $14,344-89.2% | $13,129-88.2% | $12,270-87.4% |