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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 | $26,276 | $103,038-74.5% | $90,324-70.9% | $152,909-82.8% |
| Participation rate | 53.3% | 75.9%-22.5pp | 73.3%-19.9pp | 82.5%-29.1pp |
| Annual return | 24.53% | 95.25%-70.7pp | 78.15%-53.6pp | 345.46%-320.9pp |
| Employer contribution / active EE | $989 | $3,141-68.5% | $2,856-65.4% | $4,764-79.2% |
| Participant deferral / active EE | $2,000 | $4,282-53.3% | $3,885-48.5% | $5,851-65.8% |
| Admin fee / account holder | $803 | $6,177-87.0% | $5,356-85.0% | $11,601-93.1% |