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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 | $38,161 | $83,337-54.2% | $67,834-43.7% | $273,972-86.1% |
| Participation rate | 65.2% | 76.4%-11.2pp | 68.8%-3.6pp | 83.0%-17.8pp |
| Annual return | 3.89% | 259.45%-255.6pp | 138.47%-134.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $515 | $3,287-84.3% | $2,403-78.6% | $4,869-89.4% |
| Participant deferral / active EE | $2,311 | $4,088-43.5% | $3,160-26.8% | $5,287-56.3% |
| Admin fee / account holder | $374 | $6,752-94.5% | $4,622-91.9% | $10,133-96.3% |