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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 | $31,411 | $123,412-74.5% | $69,460-54.8% | $145,978-78.5% |
| Participation rate | 41.7% | 69.2%-27.6pp | 66.4%-24.8pp | 80.3%-38.6pp |
| Annual return | 10.15% | 191.25%-181.1pp | 100.80%-90.6pp | 550.52%-540.4pp |
| Employer contribution / active EE | $411 | $2,684-84.7% | $1,714-76.0% | $4,662-91.2% |
| Participant deferral / active EE | $1,694 | $4,240-60.0% | $2,890-41.4% | $6,690-74.7% |
| Admin fee / account holder | $476 | $7,816-93.9% | $4,695-89.9% | $13,400-96.5% |