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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 | $31,999 | $113,338-71.8% | $94,993-66.3% | $147,586-78.3% |
| Participation rate | 64.3% | 78.0%-13.7pp | 73.9%-9.6pp | 82.8%-18.5pp |
| Annual return | 12.26% | 20.80%-8.5pp | 27.14%-14.9pp | 578.59%-566.3pp |
| Employer contribution / active EE | $443 | $3,160-86.0% | $2,603-83.0% | $4,876-90.9% |
| Participant deferral / active EE | $1,719 | $3,777-54.5% | $3,317-48.2% | $5,439-68.4% |
| Admin fee / account holder | $539 | $6,063-91.1% | $4,960-89.1% | $10,886-95.0% |