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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 | $31,639 | $34,316-7.8% | $74,722-57.7% | $72,975-56.6% |
| Participation rate | 36.4% | 42.4%-6.0pp | 54.5%-18.1pp | 69.5%-33.1pp |
| Annual return | 18.80% | 26.58%-7.8pp | 753.11%-734.3pp | 81.01%-62.2pp |
| Employer contribution / active EE | $747 | $692+8.0% | $1,084-31.1% | $2,440-69.4% |
| Participant deferral / active EE | $1,977 | $1,272+55.5% | $1,963+0.7% | $3,608-45.2% |
| Admin fee / account holder | $955 | $2,125-55.0% | $3,335-71.4% | $5,124-81.4% |