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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 | $31,001 | $142,354-78.2% | $125,529-75.3% | $155,188-80.0% |
| Participation rate | 68.4% | 78.1%-9.6pp | 74.7%-6.3pp | 80.8%-12.4pp |
| Annual return | 12.48% | 306.06%-293.6pp | 202.56%-190.1pp | 148.84%-136.4pp |
| Employer contribution / active EE | $987 | $3,501-71.8% | $3,058-67.7% | $4,248-76.8% |
| Participant deferral / active EE | $3,289 | $5,491-40.1% | $4,813-31.7% | $6,531-49.6% |
| Admin fee / account holder | $515 | $19,392-97.3% | $16,298-96.8% | $14,480-96.4% |