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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 | $31,549 | $101,618-69.0% | $93,063-66.1% | $137,256-77.0% |
| Participation rate | 56.3% | 74.9%-18.7pp | 72.1%-15.9pp | 80.0%-23.7pp |
| Annual return | 19.94% | 223.95%-204.0pp | 34.15%-14.2pp | 220.34%-200.4pp |
| Employer contribution / active EE | $313 | $2,707-88.4% | $2,476-87.4% | $4,156-92.5% |
| Participant deferral / active EE | $2,854 | $4,279-33.3% | $3,958-27.9% | $6,407-55.4% |
| Admin fee / account holder | $930 | $6,198-85.0% | $6,033-84.6% | $12,270-92.4% |