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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 | $32,912 | $70,366-53.2% | $66,674-50.6% | $138,895-76.3% |
| Participation rate | 29.2% | 76.2%-47.0pp | 73.7%-44.5pp | 79.9%-50.8pp |
| Annual return | 14.78% | 386.41%-371.6pp | 321.24%-306.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $565 | $2,765-79.6% | $2,620-78.5% | $4,194-86.5% |
| Participant deferral / active EE | $911 | $4,374-79.2% | $4,084-77.7% | $6,396-85.8% |
| Admin fee / account holder | $1,271 | $5,262-75.8% | $5,098-75.1% | $12,562-89.9% |