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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 | $132,099-76.5% | $115,599-73.2% | $138,895-77.7% |
| Participation rate | 68.4% | 77.9%-9.4pp | 74.3%-5.9pp | 79.9%-11.5pp |
| Annual return | 12.48% | 176.76%-164.3pp | 111.10%-98.6pp | 145.39%-132.9pp |
| Employer contribution / active EE | $987 | $3,416-71.1% | $2,955-66.6% | $4,194-76.5% |
| Participant deferral / active EE | $3,289 | $5,617-41.4% | $4,889-32.7% | $6,396-48.6% |
| Admin fee / account holder | $515 | $15,650-96.7% | $12,841-96.0% | $12,562-95.9% |