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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 | $33,041 | $126,113-73.8% | $116,096-71.5% | $155,188-78.7% |
| Participation rate | 62.5% | 75.1%-12.6pp | 73.3%-10.8pp | 80.8%-18.3pp |
| Annual return | 16.92% | 391.72%-374.8pp | 326.25%-309.3pp | 148.84%-131.9pp |
| Employer contribution / active EE | $561 | $2,672-79.0% | $2,503-77.6% | $4,248-86.8% |
| Participant deferral / active EE | $753 | $4,162-81.9% | $3,952-80.9% | $6,531-88.5% |
| Admin fee / account holder | $1,145 | $8,045-85.8% | $7,704-85.1% | $14,480-92.1% |