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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 | $33,590 | $31,105+8.0% | $53,647-37.4% | $64,097-47.6% |
| Participation rate | 22.8% | 30.7%-7.9pp | 56.3%-33.5pp | 55.2%-32.4pp |
| Annual return | 16.99% | 22.54%-5.6pp | 358.33%-341.3pp | 34.64%-17.7pp |
| Employer contribution / active EE | $452 | $441+2.6% | $962-53.0% | $1,891-76.1% |
| Participant deferral / active EE | $886 | $896-1.1% | $1,813-51.1% | $3,080-71.2% |
| Admin fee / account holder | $1,698 | $2,195-22.7% | $2,460-31.0% | $3,454-50.9% |