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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 | $34,053 | $111,787-69.5% | $93,681-63.7% | $145,978-76.7% |
| Participation rate | 56.5% | 74.2%-17.7pp | 68.7%-12.2pp | 80.3%-23.8pp |
| Annual return | 9.98% | 203.52%-193.5pp | 133.47%-123.5pp | 550.52%-540.5pp |
| Employer contribution / active EE | $686 | $3,093-77.8% | $2,422-71.7% | $4,662-85.3% |
| Participant deferral / active EE | $1,775 | $4,918-63.9% | $4,415-59.8% | $6,690-73.5% |
| Admin fee / account holder | $711 | $10,256-93.1% | $8,290-91.4% | $13,400-94.7% |