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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 | $33,140 | $162,529-79.6% | $130,788-74.7% | $154,746-78.6% |
| Participation rate | 53.3% | 75.9%-22.5pp | 70.1%-16.8pp | 80.7%-27.4pp |
| Annual return | 17.04% | 510.48%-493.4pp | 386.44%-369.4pp | 172.34%-155.3pp |
| Employer contribution / active EE | $689 | $4,447-84.5% | $3,558-80.6% | $4,379-84.3% |
| Participant deferral / active EE | $1,927 | $4,808-59.9% | $4,137-53.4% | $6,730-71.4% |
| Admin fee / account holder | $833 | $7,669-89.1% | $6,673-87.5% | $14,365-94.2% |