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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 | $33,615 | $208,088-83.8% | $186,193-81.9% | $154,746-78.3% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.1%-34.3pp | 80.7%-37.8pp |
| Annual return | 17.88% | 89.97%-72.1pp | 78.03%-60.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $617 | $4,340-85.8% | $3,918-84.2% | $4,379-85.9% |
| Participant deferral / active EE | $1,790 | $7,078-74.7% | $6,513-72.5% | $6,730-73.4% |
| Admin fee / account holder | $3,392 | $11,698-71.0% | $11,058-69.3% | $14,365-76.4% |