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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 | $31,811 | $64,909-51.0% | $82,312-61.4% | $62,293-48.9% |
| Participation rate | 65.2% | 74.9%-9.7pp | 76.9%-11.7pp | 69.5%-4.3pp |
| Annual return | 123.84% | 21.18%+102.7pp | 25.88%+98.0pp | 28.90%+94.9pp |
| Employer contribution / active EE | $993 | $1,676-40.8% | $2,428-59.1% | $2,042-51.4% |
| Participant deferral / active EE | $2,705 | $3,103-12.8% | $3,706-27.0% | $3,169-14.6% |
| Admin fee / account holder | $465 | $440+5.9% | $5,608-91.7% | $479-2.9% |