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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 | $31,736 | $117,426-73.0% | $99,470-68.1% | $152,885-79.2% |
| Participation rate | 66.7% | 77.5%-10.9pp | 73.8%-7.2pp | 82.5%-15.8pp |
| Annual return | 20.11% | 31.87%-11.8pp | 30.72%-10.6pp | 345.39%-325.3pp |
| Employer contribution / active EE | $1,249 | $3,014-58.5% | $2,540-50.8% | $4,763-73.8% |
| Participant deferral / active EE | $1,881 | $4,086-54.0% | $3,619-48.0% | $5,851-67.8% |
| Admin fee / account holder | $434 | $7,634-94.3% | $6,252-93.1% | $11,598-96.3% |