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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 | $31,652 | $83,337-62.0% | $67,834-53.3% | $273,972-88.4% |
| Participation rate | 56.3% | 76.4%-20.2pp | 68.8%-12.5pp | 83.0%-26.8pp |
| Annual return | 4.99% | 259.45%-254.5pp | 138.47%-133.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $1,270 | $3,287-61.4% | $2,403-47.1% | $4,869-73.9% |
| Participant deferral / active EE | $3,088 | $4,088-24.5% | $3,160-2.3% | $5,287-41.6% |
| Admin fee / account holder | $484 | $6,752-92.8% | $4,622-89.5% | $10,133-95.2% |