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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 | $33,059 | $99,652-66.8% | $78,778-58.0% | $147,586-77.6% |
| Participation rate | 52.9% | 76.2%-23.3pp | 69.2%-16.2pp | 82.8%-29.9pp |
| Annual return | 12.44% | 47.28%-34.8pp | 35.62%-23.2pp | 578.59%-566.2pp |
| Employer contribution / active EE | $328 | $2,796-88.3% | $1,986-83.5% | $4,876-93.3% |
| Participant deferral / active EE | $1,762 | $3,664-51.9% | $2,958-40.5% | $5,439-67.6% |
| Admin fee / account holder | $895 | $7,155-87.5% | $5,134-82.6% | $10,886-91.8% |